Quick Asked: Dynamic Planner Contact Us?
Last update: 24 Apr, 2024 
335 Views
What is oneone dynamic planner? One system for all your financial planning needs, enabling you to match people with suitable portfolios through engaging plans. Powerful. Easy to use. Trusted by more than 6,500 advisers. Dynamic Planner is the one financial planning system you need to ensure investment suitability, increase efficiency and demonstrate value to your clients.Who is the ceo of dynamic planner? David Wadsworth is Chief Operating Officer at Dynamic Planner. He is responsible for Dynamic Planner’s product development and implementation teams, and client account management and support alongside the operations team. He began his career at NatWest bank, which he joined as a graduate, specialising in project management.How can i find and follow dynamic planner on social media? We are also creating and sharing content to support your conversations with concerned clients right now. Navigate to ‘Resources’ and then ‘Content Hub’. You can also find and follow us on social media, and keep up to date with latest Dynamic Planner announcements, blogs and events as they happen.How much can you save with dynamic planner? “Through Dynamic Planner, we’ve been able to turn off three to four pieces of software we were using, saving between £200 and £250 per month.” “Dynamic Planner is an incredible system. Had we not adopted it, it would have been a nightmare trying to work through Covid.”