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The UK’s most popular Risk Profiling
and Asset Allocation Investment Process
Join over 6,500 Financial Advisers ensuring suitability, 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
Risk Targeted Investments
Risk Profiled Investments
Customers serviced since RDR
Asset Class Model
Back office, platform integrations
Year Track Record
Helping advice firms ensure suitability, efficiency and demonstrate value
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.
What are firms and financial advisers saying
“Dynamic Planner has added value to the firm, in terms of ensuring suitability, by helping me design investment portfolios. In terms of efficiency, it saves me many hours of work and adds accuracy to my portfolio design”Milton GordonMilton Gordon and Co
“Dynamic Planner is straightforward to use and I really like the reports it produces for clients, which illustrate things like the efficient frontier, showing where a client’s portfolio currently sits and where it will potentially sit following your recommendation”Catherine MorganEssendon Financial Planning
“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
“When we risk profile new clients – and regardless of where they sit on the risk scale, be it a 3, 4, 5, or 6 – we know that the investment we are recommending has been carefully mapped by Dynamic Planner”Tom OrchardAnnetts and Orchard