Dynamic Planner
Match people with suitable solutions, through engaging financial planning
Paid Add-On Required
You must pay for a product or service that is external to Salesforce for this solution to work.
Dynamic Planner is one system for all your financial planning needs, enabling you to match people with suitable portfolios through engaging financial planning. It is an end-to-end, risk-based system.
Dynamic Planner
Lowest Starting Price
£119User/Month