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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.
Reality Compliance Partnership
We selected Dynamic Planner as our recommended risk profiling tool after researching and sampling a number of tools available to IFAs. A key concern for our members is to provide ...
Chris Yates, Director
Canada Life Investments
Since the implementation of RDR, there has been strong demand from intermediaries for products that enable them to outsource asset allocation decisions whilst ensuring they adhere to clients’ risk profiles. ...
Frank Maret, Head of Distribution
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