New Dynamic Planner

Cashflow Planning from Dynamic Planner

has arrived…

Cashflow background

New Dynamic Planner

Cashflow Planning from Dynamic Planner

has arrived…

Cashflow background

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

Featured
November 24, 2020

Remind me why you own bonds?

Why low bond yields may mean you need to rethink your portfolio construction – by…
Uncategorized
November 11, 2020

Independent review of Dynamic Planner Cash Flow published

An independent review of Dynamic Planner’s new Cash flow planning service has been published. The…
Dynamic Planner has been building Asset Risk models since 2005 as the next essential component after the risk questionnaireMarketsOpinion
November 10, 2020

Stress testing Dynamic Planner’s Asset Risk Model. Plus, cash flow planning with confidence

6min read Abhimanyu Chatterjee, Dynamic Planner’s Chief Investment Strategist, discusses the hot topic of inflation…

A multi-award-winning service with a 17-year track record of success

£220bn+

Risk profiled each quarter

1,350+

Risk Profiled Investments

1m

Customers serviced since RDR

49

Asset Class Model

26

Back office, platform integrations

17

Year Track Record

Dynamic Planner

Matching people with suitable portfolios

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

Suitability

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.

Efficiency

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.

Value

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.

Featured Press