Dynamic Planner Partners with Salesforce
U.K.-based financial planning and advice platform Dynamic Planner has teamed up with Salesforce. The partnership will make Dynamic Planner available ...
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Tag: Planner
Finovate Global U.K. Edition: Dynamic Planner Secures Investment from FPE Capital; Starling Bank Reaches Profitability
Dynamic Planner, a risk-based financial planning firn based in the U.K., has secured what the company is calling a “significant ...
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