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Financial PlannersAccurately risk profile clients and ensure investment suitability
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Financial InstitutionsDeliver digitally enabled tools, guidance or advice. Integrate with Dynamic Planner
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.
Lighthouse has selected Dynamic Planner, the only tool with real-time financial modelling, for their members to provide risk profiling, investment, retirement and protection planning, and full cash flow analysis.
BNY Mellon Asset Management International Limited
We have worked with DT since they launched and have seen their advisor base continue to grow year on year. Despite the large number of risk profiled funds now available ...
Fergus McCarthy – Co Head UK Intermediary Distribution
The challenge is to ensure that the online component of the retirement planning service we are currently piloting is functional, intuitive and flexible. Distribution Technology is helping us meet these ...