Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • IUX Reviews & Ratings
    4.0 out of 5 stars 968 Ratings
    Company Website for IUX
  • Vantage Reviews & Ratings
    4.4 out of 5 stars 16,475 Ratings
    Company Website for Vantage
  • eToro Reviews & Ratings
    4.0 out of 5 stars 32,417 Ratings
  • Capitalcore Reviews & Ratings
    5.0 out of 5 stars 91 Ratings
    Company Website for Capitalcore
  • Monarch Money Reviews & Ratings
    4.9 out of 5 stars 139,855 Ratings
    Company Website for Monarch Money
  • SBS Banking Platform Reviews & Ratings
    4.5 out of 5 stars 29 Ratings
  • SurePayroll Reviews & Ratings
    4.3 out of 5 stars 853 Ratings
    Company Website for SurePayroll
  • QUODD Reviews & Ratings
    5.0 out of 5 stars 1 Rating
    Company Website for QUODD
  • Finastra LaserPro Reviews & Ratings
    5.0 out of 5 stars 2 Ratings
    Company Website for Finastra LaserPro
  • Wallester Reviews & Ratings
    4.8 out of 5 stars 277 Ratings
    Company Website for Wallester

What is Motilal Oswal?

Motilal Oswal Financial Services Ltd. (MOFSL) embarked on its path in 1987 as a small sub-broking entity. Our unwavering dedication to a client-focused approach, commitment to ethical and transparent operations, respect for professional standards, emphasis on research-driven value investing, and integration of cutting-edge technology have fueled our transformation into a strong workforce of over 8,500 professionals. Today, we operate as a holistic financial services provider, offering a broad spectrum of services that includes private wealth management, retail broking and distribution, institutional broking, asset management, investment banking, private equity, commodity broking, currency broking, and home finance. Our diverse client base features retail customers, High Net Worth Individuals, mutual funds, foreign institutional investors, financial institutions, and corporate clients. The cornerstone of our advisory services lies in thorough research, which guarantees that our clients receive well-informed and strategic advice. By consistently evolving and adjusting to market dynamics, we aim to effectively cater to the varying needs of our clients, fostering long-term relationships built on trust and excellence. As we move forward, our focus remains on innovation and adapting to the financial landscape to continue delivering exceptional value.

What is Dynamic Planner?

Dynamic Planner is the UK's leading Digital Advice Platform, trusted by more than 2,000 financial advice firms to support the delivery of high-quality financial advice. Founded in 2003, Dynamic Planner brings together accurate normalised data, trusted financial models, investment expertise, intelligent insights and automated work flows to support the entire advice journey, from client engagement and profiling through to financial planning, investment research, advice suitability and ongoing review. Its Agentic Advice Platform brings together these established foundations with Advice-grade AIâ„¢, helping firms remove repetitive administration, connect workflows and create more adviser capacity. Built specifically for regulated financial advice, its AI capabilities are underpinned by robust governance, with Dynamic Planner being the first UK FinTech to achieve ISO/IEC 42001 certification for AI management systems. The Dynamic Planner platform is available through its own UI as well as headless through API and MCP layers for those firms that want to build their own advice experiences on Dynamic Planner's trusted data, models and insights. A first of its kind study of 659 advice firms demonstrated how high-performing firms using Dynamic Planner increased clients served per adviser by 41%, while maintaining strong client outcomes. Driven by its vision of a world where everyone can access the financial advice they need, Dynamic Planner is helping firms transform how advice is delivered, unlocking trusted advice at scale.

Media

Media

Integrations Supported

Integrations Supported

Iress
Salesforce

API Availability

API Availability

Has API

Pricing Information

Pricing not provided

Pricing Information

$198.30 per month

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

Motilal Oswal

Date Founded

1987

Company Location

India

Company Website

www.motilaloswal.com

Company Facts

Organization Name

Dynamic Planner

Date Founded

2003

Company Location

United Kingdom

Company Website

dynamicplanner.com

Categories and Features

Forex Trading

Not specified

Categories and Features

Wealth Management

Not specified

Popular Alternatives

Angel One Reviews & Ratings

Angel One

4.0 out of 5 stars

Popular Alternatives

Moneytree Reviews & Ratings

Moneytree

Moneytree Software
Zerodha Reviews & Ratings

Zerodha

5.0 out of 5 stars
EzePawn Reviews & Ratings

EzePawn

Emak Softwares