Dynamic Planner - Ensuring Investment Suitability Risk Profiling Portfolio Review Asset Allocation Cashflow Planning Research and Recommendations Client Reports Implementation Digital Advice

Dynamic Planner is an end-to-end, risk based, financial planning system for advice firms, combining intuitive technology with a trusted independent asset risk model. Helping advice firms ensure suitability, efficiency and demonstrate value


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.

Need to reduce the time it takes to complete a client review from hours to minutes? And remotely as we work from home?

How to produce client reports in good markets and in bad with the Dynamic Planner Client Review process

What are they saying?

“I currently have 340 clients and Dynamic Planner is driving efficiencies, allowing me to have finally a better work/life balance.”

Simon DrakeBainlye Drake Wealth

“It is a lot better than other companies, who perhaps either don’t allow customer feedback or simply want to tell you how to run your business.”

Gary KingGK Financial Solutions

“The new Client Review takes away all the old stress of assessing a client’s risk profiling, making a recommendation and then collating all that together into one presentation.”

Dmitry MorganMorgan Financial

“Because it is recognised so widely within 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 Elements gives us a platform and everything we need to quickly add the data, and those reviews which were taking us a day now take us about an hour. It’s absolutely fantastic.”

Nick RyanYellow Bear Financial Consultancy

“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”

Lee WatersBarwells Wealth

Featured News

View of London reflected in the window of a buildingPress ReleaseService
March 31, 2020

2020 market shocks shine light on underlying dangers for clients in decumulation

When we think of investing, we think about building up and growing a lump sum.…
March 30, 2020

Unprecedented market losses shocked us all – Latest Dynamic Planner analysis and opinion

Between 16-19 March, financial markets, as we had known them, were a thing of the…
Close up of waterOpinion
March 30, 2020

Q&A: One adviser’s experience of the Covid-19 crisis

The coronavirus pandemic – with enormous speed and significance – has impacted almost every aspect…

A multi-award-winning service with a 16-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

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