• Join us at our Autumn Roadshows

    Investment Suitability in a Post-Brexit World

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

    Read more
  • AccessAdvice

    Increasing access to your advice

    Read more
  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

Of Pokémon™ and Pensions

23 August 2016 “The fastest way to get the transfer forms is to...

Meet the Investment Influencers: Ben Goss

02 August 2016 DT CEO Ben Goss has been interviewed by Lawrence Gosling...

DT announces partnership with Saga Investment Services

26 July 2016 First new tool to be rolled out as part of...

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.

 

  • Fairstone

    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 ...

  • 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