“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

“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

“Because it's recognised so widely in 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 plays an integral part in our first meeting with clients. The iPad app is great and we typically use that with a client interactively ... [It] is a great way of starting a discussion”

Lee WatersBarwells Wealth