About Dynamic Planner

Dynamic Planner is a multi-award-winning service with a 15-year track record of success. We help you ensure investment suitability for your clients initially and on an ongoing basis. Dynamic Planner is the most widely used risk profiling and asset allocation process 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.

2003

Distribution Technology Founded

2004

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

2005

Proprietary Asset & Risk Model launched

2006

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

2008

Ranks 24th in the Sunday Times Tech Track 100

2009

Wins Deloitte Fast 50

2010

Apple iPhone app launched

2011

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

2012

MyPlanning client servicing app launched

2013

First client serviced using Dynamic Planner post-RDR

2014

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

2015

Risk Target Managed Service launched

2016

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

2017

- 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

2018

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.