New Dynamic Planner

has arrived…

New Dynamic Planner

has arrived…

Dynamic Planner is one system for all your financial planning needs, enabling you to match people
with suitable portfolios through engaging plans. Now launched, new Dynamic Planner Cash flow.
Powerful. Easy to use. From someone you trust. Find out more

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

“The big advantage of Dynamic Planner’s cash flow is the risk assessments being completed in the background. Other tools don’t have that in their back pocket”

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

“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.”

David OwenLifetime Connect

“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

Jim Henning - Head of Investment ServicesOpinionService
January 20, 2021

Volatility – Friend or foe for your client’s portfolio?

JIM HENNING, Head of Investment Services at Dynamic Planner, shines a revealing light on risk…
Chris Jones Propositions Director at Dynamic PlannerOpinionService
January 19, 2021

How can you best communicate recommendations to clients for advised portfolios?

By Chris Jones, Proposition Director Last year’s crisis vindicated a ‘stay invested’ message to clients…
NewsPress Release
January 7, 2021

Dynamic Planner unveils virtual annual conference 2021

Dynamic Planner has announced details for its ninth ‘Transform the Way Clients See You’ Annual…

A multi-award-winning service with a 17-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.

Our awards
Featured Press