One system for all your financial planning needs, enabling you to match people with suitable portfolios through engaging plans. 

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Powerful. Easy to use. Trusted by more than 6,500 advisers. 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 below to find out more.

Risk Profiling Review Cash Flow Research
Risk Profiling Review Cash Flow Research

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

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.

Demonstrate value and increase efficiency with Dynamic Planner

Suitability

Be confident that you are ensuring investment suitability for your clients through engaging financial plans

Efficiency

Dynamic Planner takes what can be hours of work for an investment review and reduces it to less than 45 minutes. Easy to onboard and use.

Value

Insightful reporting in Dynamic Planner helps firms grow client relationships and provide greater value.

A multi-award-winning service with an 18-year track record of success

£220bn+

Risk profiled each quarter

1,350+

Risk Profiled Investments

1m

Customers serviced since RDR

49

Asset Class Model

26

Back office, platform integrations

18

Year Track Record

Featured News

ESG investingFeatured
June 8, 2021

What are your clients really thinking about responsible investing?

By Close Brothers Asset Management In January 2021, Close Brothers Asset Management commissioned Censuswide to…
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May 24, 2021

The trouble with advisory models…

RSMR has been offering model portfolios since 2012 through a number of partnerships and some…
Joshua Knight - Product ManagerCash FlowESG investingService
May 18, 2021

Dynamic Planner Updates – May 2021

By Joshua Knight, Head of Product It’s been a busy few months! And now, in…

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.

Our awards
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