• 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.

 

  • 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 ...

  • Octopus Investments

    Working in partnership with advisers on a daily basis, it is clear to us that risk-controlled investments are becoming ever more popular. Advisers require a heightened level of assurance from ...

    Guy Myles, Managing Director and Co-Founder

  • 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