Dynamic Planner Updates – July 2021
It’s been a busy few months here as the team have been working hard to…
Powerful. Easy to use. Trusted by more than 6,500 advisers. 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 below to find out more.
Want to see what Dynamic Planner can do for you?
Schedule a free no-obligation remote demo with a business consultant and experience the full functionality of Dynamic Planner.
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
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 18-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
18
Year Track Record
Featured News
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
