Dynamic Planner hires tech guru as new chair
- Thursday, 12 January 2023
- Articles
Financial Planning software firm Dynamic Planner has appointed Michael Whitfield as its new chair following a major private equity investment last year.
Read more...Private equity firm FPE invests in Dynamic Planner
- Thursday, 14 July 2022
- Articles
Private equity firm FPE Capital is to pump an undisclosed sum into Financial Planning fintech Dynamic Planner to help accelerate growth.
Read more...Financial Planning set for ‘golden age’
- Wednesday, 02 February 2022
- Articles
The Financial Planning profession is set for a “golden age” of growth, Ben Goss, the CEO of planning fintech firm Dynamic Planner has predicted.
Read more...Dynamic Planner launches new cashflow tool
- Tuesday, 03 November 2020
- Articles
Financial Planning fintech Dynamic Planner has today launched a new cashflow modelling tool.
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