A look at the companies demoing at FinovateEurope on March 15 digitally and on March 22 and 23, 2022, in London. Register today and save your spot.

Dynamic Planner is one system for all your financial planning needs, matching people with suitable portfolios through engaging financial planning.

Features

• Review a client’s risk and sustainability profile and portfolio
• Receive powerful cash flow planning aligned to a client’s risk profile
• Access independent fund research and suitable recommendations

Why it’s great

Dynamic Planner is a complete and yet flexible system, using a single definition of risk to avoid miscalibration and ensure nothing is lost in translation in the planning and advice process.

Presenters

Ben Goss, CEO & Co-Founder
Goss is an award-winning entrepreneur with more than 20 years’ experience at the forefront of financial services.
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Yasmina Siadatan, Sales & Marketing Director
Siadatan heads Dynamic Planner’s sales and marketing-led growth strategy. She previously worked for Lord Sugar, winning BBC One’s The Apprentice in 2009.
LinkedIn