Despite the HQ office shut down, Dynamic Planner is open for business as usual, from our homes. Whether you are a valued client or would like to explore becoming one, please contact us in all the usual ways. We are also creating and sharing content to support your conversations with concerned clients right now. Navigate to ‘Resources’ and then ‘Content Hub’.

Thank you – and take care.

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

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.

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?

“Dynamic Planner is an incredible system. Had we not adopted it, it would have been a nightmare trying to work through this crisis.”

Nick RyanYellow Bear Financial Consultancy

“Dynamic Planner helps you easily demonstrate to the FCA that, as a firm, you have a framework in place for risk profiling and a consistent approach.”

Clare EdesSkerritts Chartered Financial Planners

“Before we started using Dynamic Planner, we had no centralised way of reporting to clients at their annual review. It was chaos and just a mess.”

Neil Gilbourne3R Financial Services

“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; and the Client Review report – you can’t really undersell it.”

David OwenLifetime Connect

“Because it's recognised so widely in 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 plays an integral part in our first meeting with clients. The iPad app is great and we typically use that with a client interactively ... [It] is a great way of starting a discussion”

Lee WatersBarwells Wealth

Featured News

Ben Goss - Chief Executive OfficerOpinion
May 21, 2020

Sharp focus on retirement income as bigger Covid-19 picture develops

Advising clients on income in retirement suddenly became even more challenging this year. The coronavirus…
A Dynamic Planner talking to an Independent Financial AdviserOpinion
May 19, 2020

How resilient have clients been in 2020? 4 firms outline conversations they have experienced

It was one thing, of course, talking through the potential portfolio losses, in the comfort…
Opinion
May 19, 2020

Mind the gap between a client’s attitude to risk and their financial resilience following a loss

By Louis Williams, Head of Psychology and Behavioural Insights Why do previously risk tolerant people…

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

£220bn+

Risk profiled each quarter

1,400+

Risk Profiled Investments

1m

Customers serviced since RDR

49

Asset Class Model

26

Back office, platform integrations

17

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