Winner 2020 | 2021 | 2022

Leading independent planning tool provider

Schroders UK Platform Awards

Dynamic Planner is the one financial planning system you need to ensure investment suitability, increase efficiency and demonstrate value to your clients. Click on the hexagons to find out more.

Client Profiling Review Cash Flow Research
Client Profiling Review Cash Flow Research

Annual Conference 2023 registration now open

In the past, not to be missed. In 2023, never more so. CPD content. Fantastic catering. In a wonderful setting. Register your place today.

What are our clients saying?

Easy to use

“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

Streamlined processes

“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

Hybrid financial planning

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

Gordon CrothersAttain Wealth Management

Streamlined processes

“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

Hybrid financial planning

“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

Value for the client

“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

Demonstrate value and increase efficiency with Dynamic Planner

Suitability

Be confident that you are ensuring investment suitability for your clients through engaging financial plans

Efficiency

Dynamic Planner takes what can be hours of work for an investment review and reduces it to less than 45 minutes. Easy to onboard and use.

Value

Insightful reporting in Dynamic Planner helps firms grow client relationships and provide greater value.

Get in touch

Not a Dynamic Planner user? We’d love to talk to you about how our end-to-end financial planning process can help your firm, and how we make implementation and onboarding a breeze.

A multi-award-winning service with an 19-year track record of success

£250bn+

Risk profiled each quarter

1,600+

Risk Profiled Investments

1m

Customers serviced since RDR

49

Asset Class Model

24

Back office, platform integrations

19

Year Track Record

Featured News

FundsOpinion
November 23, 2022

Sustainable investing – Why it’s important to read the label

By Jim Henning, Head of Sustainable Investment When it comes to doing our washing, we…
FundsNews
November 17, 2022

News from the Investment Committee

Dynamic Planner’s Investment Committee (IC) met on 20 October, focusing on the unprecedented shockwaves suffered…
Featured
November 1, 2022

Lessons from the 1970s – How UK assets fared in the last inflation ‘boom’

By Sam Liddle, Church House Investment Management The current backdrop of rampant inflation, soaring energy…

Our awards

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