Dynamic Planner Revenue and Competitors

Dynamic Planner was founded in 2003 with the vision of harnessing technology to help financial planners ensure investment suitability for their clients, consistently and efficiently. To achieve this we have created reliable compliant risk profiling and planning tools, built around proven asset models. This helps financial planners build suitable and diversified portfolios in line with their clients risk profiles. Today, Dynamic Planner is the most widely used investment risk profiling process in the industry. Over £136bn of assets from more than 100 managers are either run with reference to Dynamic Planner's Asset Model or profiled against its risk profiles.