Levelling the playing field

in sustainable investing

Learn more

Levelling the playing field

in Sustainable Investing

Find out more

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

What are they saying?

“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

“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

“For the world we now live in – analysis, regulation and remote meetings – the way Dynamic Planner is built is brilliant.”

Gordon CrothersAttain Wealth Management

“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

“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

“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

Featured News

Dynamic Planner has been building Asset Risk models since 2005 as the next essential component after the risk questionnaireESG investingNewsPress ReleaseService
May 12, 2021

EQ Investors portfolios now risk profiled on Dynamic Planner

Advice firms can now benefit from EQ Investors range of solutions being risk profiled on…
Adding and demonstrating Value with Dynamic PlannerFeatured
May 10, 2021

Inflation protection – What’s the right recipe?

The key ingredient for inflation protection may be hiding in plain sight By Steve Russell,…
ESG investingService
May 7, 2021

How does our new sustainable investing questionnaire work?

By Louis Williams, Head of Psychology & Behavioural Insights Advice firms aim to optimise their…

A multi-award-winning service with an 18-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

Dynamic Planner

Matching people with suitable portfolios

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


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.

One system for all your financial planning needs

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.

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