• Join us at our Autumn Roadshows

    Investment Suitability in a Post-Brexit World

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  • Brexit: Helping clients in the midst of risk and uncertainty

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  • AccessAdvice

    Increasing access to your advice

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  1. Join us at our Autumn Roadshows
  2. Brexit: Helping clients in the midst of risk and uncertainty
  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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News See all

Perceptions of investment risk – how have investors been thinking?

18 July 2016 Psychometric risk profiling techniques identify characteristics such as tolerance for...

Post Brexit: Full English or Plain Continental?

13 July 2016 Those of us lucky enough to be able to escape...

Why you should embrace your website more

12 July 2016 Understanding your proposition and how it meets your customer’s needs...

Testimonials See all

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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.


  • Reality Compliance Partnership

    We selected Dynamic Planner as our recommended risk profiling tool after researching and sampling a number of tools available to IFAs. A key concern for our members is to provide ...

    Chris Yates, Director

  • Canada Life Investments

    Since the implementation of RDR, there has been strong demand from intermediaries for products that enable them to outsource asset allocation decisions whilst ensuring they adhere to clients’ risk profiles. ...

    Frank Maret, Head of Distribution

  • 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