“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