Dynamic Planner has appointed Melinda Lovell as its enterprise development director in an effort to attract larger clients such as private banks, wealth managers and financial planning groups.
Lovell has spent the past 12 years at front office software firm Bita Risk, where she focused on the high and ‘ultra-high’ net worth space working with similarly larger clients, as well as family offices.
At Dynamic Planner, she will work on boosting the uptake of the provider’s hybrid financial planning service in this more wealthy market.
Back in July, the software provider confirmed a “significant” investment from private equity growth investor, FPE Capital.
It has previously said it’s on track to “pass £10mn” in annual recurring licence revenues this year, having unveiled its client-facing cashflow app in February which formed part of a multi-million-pound upgrade it embarked on three years ago.
A month later, the software firm announced it was expanding its financial planning system into Europe, starting with France, Germany, Italy, Spain and Belgium.
European managing director, Christophe Ponette, was appointed to lead the company’s continental expansion based out of Luxembourg.
Dynamic Planner serves both advisers and asset managers, with some £250bn of assets sitting on its software-as-a-service platform.
Sales and marketing director, Yasmina Siadatan, said Lovell’s appointment will help to drive the growth of Dynamic Planner in the enterprise space.
“Her experience and knowledge of forging partnerships in our industry for many years will be an invaluable asset to Dynamic Planner and our clients,” said Siadatan.
ruby.hinchliffe@ft.com
