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Financial PlannersAccurately risk profile clients and ensure investment suitability
Asset ManagersEnsure your solutions are accurately profiled or targeted
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! Risk Profile Invites for Dynamic Planner
Risk Profile Invites is a new Dynamic Planner feature to enable a digital link between advisers and their clients, helping to save time and ensure investment suitability in your advice process.
It allows you to invite your clients to complete a simple risk profiling process online at a time and location that is convenient to them. Once they have submitted their responses you will be able to quickly import the data into Dynamic Planner to complete the rest of the planning process.
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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 ...
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
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