Source: Money Marketing

Dynamic Planner: The Morning Briefing: SJP partners with Dynamic Planner on client-risk profiling

Good morning and welcome to your Morning Briefing for Thursday 6 February 2025. To get this in your inbox every morning click here. SJP and Dynamic Planner to provide client-risk profiling at scale St. James's Place (SJP) has entered a long-term partnership with Dynamic Planner to provide comprehensive client-risk-profiling services. Dynamic Planner's profiling capabilities will [...]The post The Morning Briefing: SJP partners with Dynamic Planner on client-risk profiling appeared first on Money Marketing.

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Est. Annual Revenue
$5.0-25M
Est. Employees
25-100
Ben Goss's photo - Co-Founder & CEO of Dynamic Planner

Co-Founder & CEO

Ben Goss

CEO Approval Rating

90/100

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