Risk Profiling Portfolio Review Asset Allocation Cashflow Planning Research and Recommendations Client Reports Implementation Digital Advice
Dynamic Planner - Ensuring Investment Suitability Risk Profiling Portfolio Review Asset Allocation Cashflow Planning Research and Recommendations Client Reports Implementation Digital Advice

The UK’s most popular Risk Profiling
and Asset Allocation Investment Process

Join over 6,500 Financial Advisers ensuring suitability, efficiency and demonstrating value with Dynamic Planner. Request a Demo today and transform your investment process

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A multi-award-winning service with a 16-year track record of success

£10bn

Risk Targeted Investments

1,300+

Risk Profiled Investments

1m

Customers serviced since RDR

49

Asset Class Model

23

Back office, platform integrations

16

Year Track Record

Helping advice firms ensure suitability, efficiency and demonstrate value

Suitability

The difference in value at risk between profiles 3 and 7, traditionally ‘balanced’ investments can be over 10% or £20,000 on a £200,000 portfolio. Avoid redress for unsuitable outcomes.

Efficiency

Dynamic Planner takes what can be hours of work for an investment review and reduces it to less than 45 minutes. Firms have seen annual productivity benefits of more than £17,000 per adviser.

Value

Insightful reporting in Dynamic Planner helps firms grow client relationships. Growing portfolio size by 10% across a bank of clients can grow fees per adviser by over £20,000 pa.

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What are firms and financial advisers saying

“Dynamic Planner has added value to the firm, in terms of ensuring suitability, by helping me design investment portfolios. In terms of efficiency, it saves me many hours of work and adds accuracy to my portfolio design”

Milton GordonMilton Gordon and Co

“Dynamic Planner is straightforward to use and I really like the reports it produces for clients, which illustrate things like the efficient frontier, showing where a client’s portfolio currently sits and where it will potentially sit following your recommendation”

Catherine MorganEssendon Financial Planning

“Dynamic Planner plays an integral part in our risk profiling and portfolio construction process. When we were first looking at the design and make-up of that process, Dynamic Planner came out ahead of other services, because of the combination of things it offers”

Tim HarveyHR Independent

“Because it is recognised so widely within the industry, we know that by using Dynamic Planner’s attitude to risk questionnaire we are asking all the right questions; we know we are not missing anything”

Jackie MillsChase Buckingham

“When we risk profile new clients – and regardless of where they sit on the risk scale, be it a 3, 4, 5, or 6 – we know that the investment we are recommending has been carefully mapped by Dynamic Planner”

Tom OrchardAnnetts and Orchard

“Dynamic Planner plays an integral part in our first meeting with clients. The iPad app is great and we typically use that with a client interactively”

Lee WatersBarwells Wealth

Featured News

Platform
March 8, 2019

New Dynamic Planner Reports Focus on Income Fund Research

The fundamental search for high and rising income can come at the cost of increased…
Jim Henning
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News
February 26, 2019

What Can We Expect From Markets in 2019 – and just what will Brexit’s Final Impact be?

The Chief Investment Officer (CIO) Panel is always a much-anticipated highlight at the Dynamic Planner…
Glenn Bryant
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News
February 20, 2019

MiFID II One Year On: Leading Figures in Compliance Debate its Real Impact

For the first time at our 2019 Annual Manchester Conference, we brought together leading industry…
Glenn Bryant
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Featured Press
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