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

Dynamic Planner is an end-to-end, risk-based financial planning system. It enables advice firms to match people to suitable portfolios through engaging financial plans, ensuring nothing is ever lost in translation in the process


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.


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.


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.

How are advice firms generating new business this year?
We wanted to know. And you kindly told us. Find out what firms said

Download findings from June 2020 survey of Dynamic Planner firms – ‘10 learnings from firms generating new business in the pandemic’

What are they saying?

“The consistency, stability and the functionality of Dynamic Planner allows us to embrace technology more, saving time, saving money and enabling us to focus more on the client.”

Simon DrakeBainlye Drake Wealth

“Dynamic Planner helps you easily demonstrate to the FCA that, as a firm, you have a framework in place for risk profiling and a consistent approach.”

Clare EdesSkerritts Chartered Financial Planners

“Before we started using Dynamic Planner, we had no centralised way of reporting to clients at their annual review. It was chaos and just a mess.”

Neil Gilbourne3R Financial Services

“The great thing about Dynamic Planner is it’s very easy to screenshare; it’s very easy to navigate; you can’t really go wrong; and the Client Review report – you can’t really undersell it.”

David OwenLifetime Connect

“Dynamic Planner is an incredible system. Had we not adopted it, it would have been a nightmare trying to work through this crisis.”

Nick RyanYellow Bear Financial Consultancy

“What Dynamic Planner does – and will do – is save me so much time. And it gives me a repeatable process, which ticks all the boxes.”

Louise JonesIvor Jones & Co

Featured News

Joshua Knight - Product ManagerService
October 13, 2020

Dynamic Planner Updates – Oct 2020

Over the past few weeks, we have released multiple tweaks and enhancements to Dynamic Planner,…
The Dynamic Planner process takes what can be hours of work for an investment review and reduces it to less than 45 minutesFeatured
October 13, 2020

Is the swinging 60s inflation pattern due a comeback?

Charlotte Harington, Co-Portfolio Manager, Fidelity Multi Asset Open range History never repeats, but it does…
Dynamic Planner has been building Asset Risk models since 2005 as the next essential component after the risk questionnaireFeatured
October 12, 2020

The importance of decisive action in uncertain times

By Bordier UK It may seem an age away today, but as we headed into…

A multi-award-winning service with a 17-year track record of success


Risk profiled each quarter


Risk Profiled Investments


Customers serviced since RDR


Asset Class Model


Back office, platform integrations


Year Track Record

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.

Featured Press