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

Want to future proof your business with a new and intuitive Client Review Process?

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

Join thousands of financial advice firms ensuring suitability, increasing efficiency and demonstrating value with Dynamic Planner. Request a Demo today and transform your investment process

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.

Want to see what Dynamic Planner can do for you?

Schedule a free no-obligation demo with a business consultant and experience the full functionality of Dynamic Planner.

What are they saying?

“I currently have 340 clients and Dynamic Planner is driving efficiencies, allowing me to have finally a better work/life balance.”

Simon DrakeBainlye Drake Wealth

“It is a lot better than other companies, who perhaps either don’t allow customer feedback or simply want to tell you how to run your business.”

Gary KingGK Financial Solutions

“The new Client Review takes away all the old stress of assessing a client’s risk profiling, making a recommendation and then collating all that together into one presentation.”

Dmitry MorganMorgan Financial

“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

“Dynamic Planner Elements gives us a platform and everything we need to quickly add the data, and those reviews which were taking us a day now take us about an hour. It’s absolutely fantastic.”

Nick RyanYellow Bear Financial Consultancy

“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

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Want to see what Dynamic Planner can do for you?

Schedule a free no-obligation demo with a business consultant and experience the full functionality of Dynamic Planner.