PlanDynamic is a financial technology company specializing in providing comprehensive, turnkey solutions for new and existing brokerage firms. Their core mission is to equip brokers with the necessary tools to succeed, offering a suite of products including a proprietary Brokerage CRM, a client-facing Trader's Room, affiliate management systems, and White Label trading platforms. The company focuses on streamlining the operational aspects of running a brokerage, allowing their clients to concentrate on growth and client acquisition.

Founded in

United States