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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.
Fairstone wanted an end-to-end integrated solution that was web based, scalable, intuitive and easy-to-use. During the selection process Dynamic Planner’s integration capability and strength in the area of suitability stood ...
City Asset Management
We are pleased to work with DT on an ongoing basis. Their quarterly assessment of risk gives investors and advisers alike, the confidence that our portfolios continue to match the ...
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