Enabling advice firms to match people with suitable portfolios through engaging financial planning
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
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.
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.
Need to reduce the time it takes to complete a client review from hours to minutes?
Meet MiFiD II requirements and demonstrate your value to clients with the Dynamic Planner Client Review process
What are they saying?
“I currently have 340 clients and Dynamic Planner is driving efficiencies, allowing me to have finally a better work/life balance.”Simon DrakeBainlye Drake Wealth
“It is a lot better than other companies, who perhaps either don’t allow customer feedback or simply want to tell you how to run your business.”Gary KingGK Financial Solutions
“Because it is recognised so widely within 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 Elements gives us a platform and everything we need to quickly add the data, and those reviews which were taking us a day now take us about an hour. It’s absolutely fantastic.”Nick RyanYellow Bear Financial Consultancy
A multi-award-winning service with a 16-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
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.