Trials

Trial Dynamic Planner free for 30 days, including full access to all financial planning functionality, by following the process below:

  • Login or Register
  • Click the Free trial link in the Quick links box on any page
  • Complete the form to order your trial licences, and click the Submit button
  • You will get an automated email confirmation immediately
  • We will then process your trial licence and send you a username and password
  • Login and start using your product
  • Click the Request training link in the Quick links box on any page to register for a webinar to help get you up to speed using the Dynamic Planner

At the end of the trial period we will contact you to discuss the possible options:

  • If you wish to continue using Dynamic Planner (and keep any client records entered during the trial period), we can upgrade your trial licence to a full licence
  • If you wish to move to Dynamic Risk Profiler (with no access to any client records entered into Dynamic Planner during the trial period), we can transfer you to a Dynamic Risk Profiler full licence
  • If you wish to cancel completely, your username and password will be disabled

Notes

  • Your DT Passport username and password cannot be used to login to Dynamic Planner. To access Dynamic Planner, please click Buy licences to purchase full licences or click Free trial to obtain trial licences. We will then send you a separate username and password to access Dynamic Planner.
  • Paradigm members must trial or purchase Dynamic Planner by calling Paradigm on 0845 688 1454 or email Paradigm directly, to receive the discounted rate.