• A Guide to Successfully Embracing Digitally Supported Advice

    Ben's Blog
  • Join us at our Autumn Roadshows

    Investment Suitability in a Post-Brexit World

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  • AccessAdvice

    Increasing access to your advice

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  1. A Guide to Successfully Embracing Digitally Supported Advice
  2. Join us at our Autumn Roadshows
  3. AccessAdvice

Dynamic Planner is the market leading investment risk profiling and financial planning service. We assist financial planners and institutions to reduce risk for their clients and ensure investment suitability.

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Dynamic Planner’s award winning service supports 9,000+ financial planners with 1000+ funds & portfolios risk profiled from more than 100 asset managers each quarter.

 

  • Sandringham

    Dynamic Planner has enabled Sandringham to attract new advisers and clients with a very powerful digital proposition. Advisers are now completing business from Dynamic Planner straight through to their chosen ...

  • Standard Life Investments

    We are delighted to be working with Distribution Technology to help intermediaries in the UK match suitable fund propositions with differing client risk appetites. Dynamic Planner helps intermediaries with this ...

    Iain McLeod, Investment Director

  • Canada Life

    We believe Wealth Connect provides comprehensive support to advisers and excellent outcomes for their clients. By offering Wealth Connect to our clients via our adviser website, we are able to ...

    David Greenall – E-business Manager