Dynamic Planner
Digital financial planning and advice software for UK advice firms, wealth managers and their clients
Highlights
- Hiring5 open roles
- New on EvolcAdded 2026-10-27
- Remote-friendly5 of 5 open roles remote or hybrid
About Dynamic Planner
Dynamic Planner provides a modular digital advice platform for financial planning, including risk profiling, cash-flow modelling, suitability reports, investment selection and client reviews. Its tools include AI meeting transcription and summaries, integrations and a white-labelled client app.
The company sells per-adviser plans to financial advice firms and offers enterprise plans for networks and larger firms; its Tram app is priced per client. It reports serving over 40% of UK investment advice firms and over 160 asset managers.
Dynamic Planner Limited was founded in 2003 and is headquartered in Marlow, UK. The company describes a team of over 130 people and is hiring across marketing and business development.
Product: A modular digital financial planning and advice platform, plus a white-labelled client app.
Jobs at Dynamic Planner (5)
Dynamic Planner is hiring for 5 roles in marketing and sales, based in Reading.
Senior Business Development Executive
New on EvolcRemote-friendlySenior Content Marketing Manager
New on EvolcRemote-friendlySales Development Representative
New on EvolcRemote-friendlyPress Officer
New on EvolcRemote-friendlyHead of Product Marketing
New on EvolcRemote-friendly
Companies hiring like Dynamic Planner
Leadership
- Ben Goss · Chief Executive OfficerSource: company website
- Elly Gallagher · Chief People OfficerSource: company website
- Fiona Talbot · Chief Financial OfficerSource: company website
- Ian McEwan · Chief Revenue OfficerSource: company website
- Rory McLaren · Chief Technology OfficerSource: company website
- Rowan Whittington · Chief Product OfficerSource: company website
More fintech companies
Easttree Media
Buys film and TV profit participations for upfront cash from writers, actors, directors and producersYoung companyNew on EvolcEbi Portfolios
Discretionary investment management and portfolio solutions for financial adviser firmsNew on EvolcEbury
Cross-border payments, FX hedging and business accounts for businesses that trade and pay internationallyRemote-friendlyEc Markets Group
Investment and trading app for UK investors offering stocks, ETFs, ISAs, SIPPs, CFDs and spread bettingNew on EvolcEckoh
Contact center payment security and PCI DSS compliance platform for enterprise customers in regulated industriesNew on EvolcEdgewater Markets
Electronic FX trading platforms and liquidity for banks, asset managers and brokersNew on Evolc
Website technologies
Older, unverified list. Detection dates and supporting evidence are not yet available.
- Cloudflare
- Google Tag Manager
- HubSpot
- WordPress