Financial Planners and Advisers

Learn how Dynamic Planner can help you ensure investment suitability for your customers.

Fund and Asset Managers

Learn more about the risk profiling services that Dynamic Planner offer, to help support your funds.

Banks and Financial Institutions

Learn more about the Dynamic Planner's API and Financial Planning platforms can do for you.

Investors

Learn more about the Dynamic Planner service used by your financial planner.

About us

Insight and Opinion into Financial Planning Matters

Nigel Murphy

Nigel is Marketing Manager at Dynamic Planner. He has worked as a marketer in financial services over the past decade, with particular focus on the intermediary channel.
Find me on:
 

Recent Posts

All posts

  

Sign Up to Receive Updates

 

Download our free guide

Download