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Enabling you to match people with suitable solutions
through engaging financial planning.

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Plan

Powerfully profile clients. Effectively engage through time-saving reviews and recommendations. Create compelling cash flow plans.

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Research

Institutional quality investment and product research. Power your firm’s centralised propositions.

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Tailor

Make Dynamic Planner your own. Integrate it with your back office and platforms. Tailor digital, client touchpoints.

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Suitability

Ensure investment suitability for your firm’s clients – through Dynamic Planner’s single definition of risk.

Efficiency

Work powerfully in one system. Reduce tasks which previously may have taken hours, to minutes.

Demonstrate Value

Add value for your clients. Communicate clearly, insightfully and through new, digital touchpoints.

The Dynamic Planner Journal

Elections, rates, AI and China – Four disruptive themes shaping the multi-asset outlook

Sunil Krishnan from Aviva Investors highlights the key themes for multi-asset investors to monitor in 2024. Read this blog to understand: The potential impact of elections on global markets Why the odds of a soft landing for major economies have improved How artificial intelligence could improve corporate productivity The prospects for stronger growth in China […]

Scottish Mortgage – From headwinds to tailwinds

By Baillie Gifford Opportunities like this are rare. In recent years, companies in Scottish Mortgage have faced combined headwinds from slowing growth, reducing earnings estimates and multiple compression. As we move into 2024 and beyond, those headwinds are being replaced by tailwinds. Growth at a company level remains strong. Profitability is improving well. And to […]

Dynamic Planner response to FCA publication – ‘Undertaking cash flow modelling to demonstrate suitability of retirement-related advice’

By Steph Willcox, Head Actuary, Dynamic Planner The FCA is concerned about how firms prepare and use cash flow modelling. It has reviewed firms’ usage and provided guidance on how to improve the quality of cash flow modelling for clients. Dynamic Planner welcomes the review and is pleased to see the FCA-desired approach to cash […]

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Our Awards

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Leading Planning Tool Provider

2023 Schroders UK Platform Awards
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Best Technology Provider

2023 Professional Adviser Awards
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Best Research Software

2023 Professional Paraplanner Provider Awards ‘Highly commended’
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Leading Investment Research, Ratings and Data Provider

2023 Schroders UK Platform Awards Runner up
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Best Wealth Planning & Financial Advice Application

2023 Systems In The City Fintech Awards
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2022 Money Marketing Awards
£211bn
Risk profiled each quarter
1,650+
Risk Profiled Investments
1.9m+
Investors serviced since RDR
49
Asset class model
26
Platform / CRM integrations
21
Year Track Record