• A Guide to Successfully Embracing Digitally Supported Advice

    Ben's Blog
  • Join us at our Autumn Roadshows

    Investment Suitability in a Post-Brexit World

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    Increasing access to your advice

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  1. A Guide to Successfully Embracing Digitally Supported Advice
  2. Join us at our Autumn Roadshows
  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

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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.


  • Sandringham

    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 ...

  • Schroder Investment Management Ltd

    As IFAs now have to look a lot closer at their clients’ attitudes to risk, positioning funds in this way really helps. We have been very pleased with the response ...

    Phil Middleton, Head of UK Intermediary Sales

  • Aviva

    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