A selection of our case studies

Dynamic Planner has been revolutionising processes in the financial planning industry for 22 years, and we believe that there is no greater way to showcase how our products impact the industry than asking the industry itself. Discover how we help to save time on report creation, ensure ease of access to advice to all clients and provide robust risk planning capabilities by reading what our users have to say

Our enterprise clients see

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faster client review reports

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reclaimed every time a client is reviewed or onboarded.

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adviser productivity

Case Study

Shackleton

“We don’t bring in tech for tech’s sake. We adopt only what genuinely improves the customer experience.”

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Case Study

New Leaf Distribution

“Our proposition is effectively baked into Dynamic Planner, when a new adviser comes on, it’s not: here’s a manual to learn about our proposition, it’s in Dynamic Planner. It’s live. It’s up to date.”

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Case Study

Finli Group

“Dynamic Planner’s a great client-facing tool. You can deeply engage the client with their own story and show them a depth of data you simply otherwise couldn’t.”

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