1
50
Growth Score
-4 pts
Heat Score
-1 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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279314
Dynamic Planner is used to risk profiling and asset allocation process.
- Ben Goss: Co-Founder and CEO
- Piers Lawson: Chief Technology Officer
About the Company
Dynamic Planner is a multi-award-winning service with a 15-year track record of success. They help you ensure investment suitability for your clients initially and on an ongoing basis. Dynamic Planner is the most widely used risk profiling and asset allocation process in the UK, used by thousands of advisers and paraplanners from large networks and
nationals to high quality regional and local firms and private client management firms up and down the country. A growing number of firms use Dynamic Planner internationally too.
