No investor is an island
If you lived and worked on an isolated island community, and you were able to…
Dynamic Planner is the one financial planning system you need to ensure investment suitability, increase efficiency and demonstrate value to your clients. Click on the hexagons to find out more.
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Schedule a free no-obligation demo with a business consultant and experience the full functionality of Dynamic Planner.
What are our clients saying?
Easy to use
“I have been able to intuitively use Dynamic Planner. It’s easy - certainly the easiest cash flow modelling tool I’ve used.”
David MillsRidgeways Financial Planning
Streamlined processes
“All the financial planning tools we need today, in IFA terms, are in Dynamic Planner. We have been able to stop using other tools we don’t need.”
Kevin WalshHome & Finance Ltd
Hybrid financial planning
“For the world we now live in – analysis, regulation and remote meetings – the way Dynamic Planner is built is brilliant.”
Gordon CrothersAttain Wealth Management
Streamlined processes
“Through Dynamic Planner, we’ve been able to turn off three to four pieces of software we were using, saving between £200 and £250 per month.”
Simon DrakeBainlye Drake Wealth
Hybrid financial planning
“Dynamic Planner is an incredible system. Had we not adopted it, it would have been a nightmare trying to work through Covid.”
Nick RyanYellow Bear Financial Consultancy
Value for the client
“Dynamic Planner’s Client Review has changed everything for me. It’s just brilliant. The whole process becomes much more interactive with the client.”
Louise JonesIvor Jones and Co
Demonstrate value and increase efficiency with Dynamic Planner
Get in touch
Not a Dynamic Planner user? We’d love to talk to you about how our end-to-end financial planning process can help your firm, and how we make implementation and onboarding a breeze.
A multi-award-winning service with an 19-year track record of success
£250bn+
Risk profiled each quarter
1,500+
Risk Profiled Investments
1m
Customers serviced since RDR
49
Asset Class Model
24
Back office, platform integrations
19
Year Track Record
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