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Financial PlannersAccurately risk profile clients and ensure investment suitability
Asset ManagersEnsure your solutions are accurately profiled or targeted
Financial InstitutionsDeliver digitally enabled tools, guidance or advice. Integrate with Dynamic Planner
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.Request a demo
Dynamic Planner helps financial planners and institutions...
Profile your clients and customers accurately as part of a risk based financial plan.
Plan. Ensure the investments you select as part of a risk based plan are suitable.
Manage the ongoing performance and suitability of their investments.Find out more
NEW! Risk Profile Invites for Dynamic Planner
Risk Profile Invites is a new Dynamic Planner feature to enable a digital link between advisers and their clients, helping to save time and ensure investment suitability in your advice process.
It allows you to invite your clients to complete a simple risk profiling process online at a time and location that is convenient to them. Once they have submitted their responses you will be able to quickly import the data into Dynamic Planner to complete the rest of the planning process.
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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.
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
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