One System for all your
financial planning needs

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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

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.

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 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

Jim Henning - Head of Investment ServicesESG investingOpinion
November 18, 2021

Drive towards sustainable investing promises improved clarity for clients en route

Jim Henning – Head of Investment Services at Dynamic Planner – outlines the current climate…
ESG investingPress Release
October 27, 2021

Dynamic Planner creates Sustainability Discussion Guide for advisers

Ahead of the UN Climate Change Conference (COP26), Dynamic Planner has created a white paper…
Featured
October 26, 2021

Advice firms have real opportunity under UK Sustainability Disclosure Requirements

By Tribe Impact Capital The announcement of the UK’s proposed Sustainability Disclosure Requirements (SDR), followed…

Our awards

Featured Press