FPE Capital LLP (‘FPE’), the software & services focused lower mid-market growth
investor, announces that it has led the first institutional investment into Dynamic Planner, a
leading software provider to the UK wealth management sector.

This marks the second investment from FPE Fund III, the successful final close of which was
announced in May at a raised hard cap of £185m.

The investment from FPE will back the current management team and help accelerate the
growth of Dynamic Planner and the delivery of its ambitious plans in the UK and Europe.

Dynamic Planner has been growing rapidly in recent years and now serves almost 40% of
UK wealth advice firms and over 150 asset managers, profiling over £250 bn of assets via its
SaaS platform. Headquartered in Reading, UK, the company has grown to over 100
employees and is on track to pass £10m in annual recurring licence revenues this year. In
the last 12 months it has launched a raft of upgrades to ensure Dynamic Planner and its
open API is the leading end-to-end financial planning system for a hybrid world.

FPE Capital has a successful track record in backing SaaS businesses with a focus on
market leading, quality products and strong, client focused, cultures. The business is run by
an experienced management team, led by Ben Goss as CEO, and FPE’s investment will
help to accelerate growth with the launch of new products for the company’s core market.

David Barbour, Managing Partner at FPE, commented: “FPE is delighted to have completed
this investment in Dynamic Planner, our second from our recently closed FPE Fund III and
which follows on from our March investment into Egress, the provider of data migration
services for a range of blue-chip public sector and private sector clients. The investment in
Dynamic Planner builds on our success in software focused product businesses with strong
positions in attractive end markets. Our investment focus is on assisting high quality
businesses scale successfully, and we are excited to partner with Ben Goss and his team to
support their growth ambitions and capitalise on the significant tailwinds in the wealth
management sector as it increasingly adopts digital tools and products.”

Ben Goss, CEO at Dynamic Planner added: “As a fast growing, privately owned company
we were looking for an investor partner to help us take the business to the next level in the
UK and internationally. Our selection of FPE was based not just on their track record of
backing software companies that successfully scale, but also on their team who we feel
share our values.

From the outset FPE understood the value that Dynamic Planner brings to our clients and
industry as an independent provider of technology and asset risk modelling serving a
growing community in the wealth management sector who trust and rely on us. They also
share our vision for solving our industry’s major challenges through technology such as
process digitisation, customer experience, investing sustainably for future generations, and
omni channel financial planning in a post pandemic world.

This investment allows us to progress our industry for the better and as a management team
we look forward to sharing the benefits of this collaboration with our clients and team in the
months and years ahead.”

The FPE investment was led by Dan Walker, Llewellyn John and Harriet Hunt. FPE was
advised on the transaction by DC Advisory (Buyside), Stephenson Harwood (Legal), CIL
(Commercial), Intechnica (IT Diligence), Grant Thornton (Financial), Tax Advisory
Partnership (Tax) and Continuum (Management).

Deloitte acted as exclusive financial advisor to the shareholders of Dynamic Planner. Vendor
due diligence services were provided to Dynamic Planner by Mazars LLP. The management
team was advised by  Moorcrofts LLP.

-ENDS-

Notes to editors:
Media inquiries:
FPE Capital
David Barbour
Managing Partner
+44 (0) 203 912 8801

Notes to Editors:
FPE Capital
FPE is a specialist growth private equity investor focussed on the software and services
sectors. It invests in lower mid-market UK and Ireland headquartered software and services
companies with advantaged business models that offer significant growth potential in large
markets that are undergoing structural change.
It is authorised and regulated by the Financial Conduct Authority. www.fpecapital.com

Dynamic Planner
Dynamic Planner enables financial planning and advice firms to match people with suitable
portfolios through engaging financial planning. It is a risk-based financial planning system –
combining intuitive financial planning technology with a trusted asset risk model. Founded in
2003, at the heart of Dynamic Planner is an independent asset risk model, with a 15-year
track record of ensuring investment suitability, using more than 2,400 covariance
correlations to assess the risk of tens of thousands of investments and client portfolios daily.
Dynamic Planner powers the MSCI – Dynamic Planner indices and is used by leading asset
managers to risk profile or target more than £250bn of investments. Its cloud-based
technology is mobile-friendly and secure, and integrated with leading industry CRMs and
platforms and providers. It is an end-to-end, flexible system for all an advice firm’s planning
and suitability needs.