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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! Investor Experience Questionnaire
Enhanced risk profiling
Dynamic Planner has enhanced its risk profiling service to now include an Investor Experience Questionnaire.
This new feature enables you to obtain your client’s prior knowledge and investment experience for consideration when selecting a suitable risk profile.
This will also allow you to determine their engagement with existing investments and any prior experience of loss.
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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.
Churchill Wealth Management
As a firm Churchill were drawn to Dynamic Planner initially by their requirements for both a cash flow system and also a risk profiling tool to use with Churchill’s new ...
Mathew Barrett, Director
Parmenion are delighted to be working with Distribution Technology to help Advisers build their own brand’s compliant, scalable and robust investment proposition for their varying client segments, and across the ...
Patrick Ingram, Head of Corporate Relationships
We believe it’s a great aid in the advice process. The planning tool helps further consolidate the relationship advisers have with their clients.