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.

How are advice firms generating new business this year?
We wanted to know. And you kindly told us. Find out what firms said

Download findings from June 2020 survey of Dynamic Planner firms – ‘10 learnings from firms generating new business in the pandemic’

What are they saying?

“The consistency, stability and the functionality of Dynamic Planner allows us to embrace technology more, saving time, saving money and enabling us to focus more on the client.”

Simon DrakeBainlye Drake Wealth

“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

“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

“What Dynamic Planner does – and will do – is save me so much time. And it gives me a repeatable process, which ticks all the boxes.”

Louise JonesIvor Jones & Co

Featured News

Abhimanyu Chatterjee - Head of Asset Risk ModellingOpinionPress Release
September 17, 2020

From depression to euphoria. The fittest description for global stock markets

We are in the middle of a synchronized downturn. Analysis of the quarter or quarter…
A team member at Dynamic Planner typingPress Release
September 10, 2020

Dynamic Planner announces digital autumn 2020 training academies

10 September 2020: Dynamic Planner has confirmed the dates for its Digital Autumn 2020 Training…
Opinion
September 8, 2020

Psychometric questionnaires: How do they really profile your client’s attitude to investment risk?

Louis Williams - Head of Psychology & Behavioural Insights at Dynamic Planner - analyses the…

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