Levelling the playing field

in sustainable investing

Learn more

Levelling the playing field

in Sustainable Investing

Find out more

Dynamic Planner is one system for all your financial planning needs, enabling you to match people with suitable portfolios through engaging plans. 

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

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

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

“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

“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

Research
April 1, 2021

Three big ESG questions for advisers

A conversation with Ken Rayner, CEO of RSMR As ESG (Environmental, Social and Governance) becomes…
Opinion
March 30, 2021

Don’t let perfect be the enemy of good as big ESG picture becomes clear

Sustainability and its implications for risk and for the suitability of investment portfolios is now…
Opinion
March 18, 2021

Sustainable investing – Why it’s good to talk to clients now

What is driving growth today in sustainable investing? How can advice firms demonstrate value to…

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.

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