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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.
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 ...
Working in partnership with advisers on a daily basis, it is clear to us that risk-controlled investments are becoming ever more popular. Advisers require a heightened level of assurance from ...
Guy Myles, Managing Director and Co-Founder
Following the biggest pension changes in a generation, there are now more options than ever for saving and for turning those savings into an income. A lot of people are ...
Tim Orton, Adviser Platform CEO