Dynamic Planner signs 'significant' private equity investment deal

Dynamic Planner said the investment from FPE, a UK software-focused private equity growth firm, would back the current management team and help accelerate growth. The business said Dynamic Planner had been growing rapidly in recent years and now served almost 40% of wealth advice firms and more than 150 asset managers, profiling over £250bn of assets via its SaaS platform.  In the last 12 months, it has launched a series of upgrades to ensure Dynamic Planner and its open API is "the one end-to-end financial planning system firms need in a hybrid world". Ben Goss, CEO at Dynamic Pla...