Planigraph S.à r.l. Competitors

At Dynamic Planner, our vision is simple: to close the advice gap by unlocking trusted advice at scale and help more people access suitable, trusted financial advice. Since 2003, we have combined technology, data, behavioural insight and asset risk modelling to support financial advice firms across the UK. Today, we have the UK’s leading AI-powered digital advice platform, trusted by more than 40% of the industry and used by thousands of advice professionals to support millions of investors. Our AI-powered platform helps advisers bring the advice journey into one end-to-end experience. From client engagement, onboarding and risk profiling through to financial planning, investment suitability, reporting and ongoing reviews. With AI-assisted processes, powerful integrations and deep investment insight, we help firms work more efficiently, deliver consistent advice, unlock capacity and deliver better client experiences at scale. We are a growing, ambitious and multi-award-winning business with a strong culture, clear purpose and exciting future. Our people are passionate about building products and services that make a real difference for advice firms, asset managers and the clients they serve. We are proud of our inclusive culture, recognised by the 2024 PIMFA Diversity and Inclusion Award, and we want colleagues to feel able to do great work, grow their careers and bring their whole selves to work

BrightPlan provides a leading financial wellness platform that helps employers improve employee financial outcomes and maximize the value of their benefits programs. The platform combines AI-powered financial planning with access to experienced financial advisors to deliver personalized, real-time guidance across budgeting, debt management, investing, retirement, and wealth planning. It integrates directly with employer benefits to drive higher utilization and better decision-making. Employers gain visibility into workforce financial health through a centralized dashboard with actionable insights. This enables more effective benefits strategies, stronger employee engagement, and improved retention. BrightPlan is certified for fiduciary excellence, providing objective guidance designed to align with employee best interests.

Data Driven Logistics delivers intelligent software that gives logistics teams full visibility and control. Since 2004, we’ve helped fleets streamline routing, reduce risk and optimise performance through integrated tools from tracking and ePOD to driver safety and yard management. As a family-run business with decades of expertise, we build solutions that solve real problems and deliver measurable ROI.