New Dynamic Planner
Dynamic Planner is one system for all your financial planning needs, enabling you to match people
with suitable portfolios through engaging plans. Now launched, new Dynamic Planner Cash flow.
Powerful. Easy to use. From someone you trust. Find out more
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
“The big advantage of Dynamic Planner’s cash flow is the risk assessments being completed in the background. Other tools don’t have that in their back pocket”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
“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.”David OwenLifetime Connect
“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
A multi-award-winning service with a 17-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
Matching people with suitable portfolios
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.