About Dynamic Planner

Dynamic Planner is a multi-award-winning service with a 16-year track record of success. We help advice firms match people to suitable portfolios through engaging financial plans. Dynamic Planner is the most widely used risk profiling and portfolio review service in the UK, used by thousands of advisers and paraplanners from large networks and nationals to high quality regional and local firms and private client management firms up and down the country. A growing number of firms use Dynamic Planner internationally too.


Distribution Technology Founded


Dynamic Planner Classic launched - The UK’s first out of the box online financial planning system. "A quiet revolution in financial planning" Financial Times


Proprietary Asset & Risk Model launched


Moved offices from Bishopsgate in City of London to Reading in Thames Valley


Ranks 24th in the Sunday Times Tech Track 100


Wins Deloitte Fast 50


Apple iPhone app launched


- Fund Risk Profiling service launched
- Core Dynamic Planner launched
- Dynamic Planner Enterprise launched on new tech platform


MyPlanning client servicing app launched


First client serviced using Dynamic Planner post-RDR


Dynamic Planner named Best Risk Profiling Tool at WealthBriefing European Awards and Leading Integrated Planning Tool Provider at Aberdeen UK Platform Awards


Risk Target Managed Service launched


Fund Risk Profiling service passes 1,000 funds from more than 100 managers, including more than 30 discretionary fund managers. Dynamic Planner passes 6,000 licensed users


- AccessAdvice automated online advice service launched
- Dynamic Planner named as a Megabuyte Emerging Star
- £3bn of recommendations made via Dynamic Planner. £5bn invested in Risk Target Managed Service


920,000 risk profiles completed post-RDR

Dynamic Planner Vision and Values

Vision and Values

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.