About Dynamic Planner

Dynamic Planner enables advice firms to match people with suitable portfolios through engaging financial plans. Founded in 2003, it is an end-to-end, risk-based system, using a single definition of risk to ensure nothing is lost in translation in the planning and advice process.


Parent company Distribution Technology is born


Dynamic Planner ‘Classic’ launches. The UK’s first, out of the box, online financial planning system. The Financial Times calls it, ‘A quiet revolution in financial planning’


Dynamic Planner Asset Risk Model launches


Dynamic Planner ranks 24th in The Sunday Times’ annual Tech Track 100 league table, of UK’s fastest-growing tech firms


Dynamic Planner wins prestigious Deloitte Fast 50, which annually ranks the UK’s fastest-growing tech firms


- Dynamic Planner Risk Profiling service launches, rating funds on 1-10 risk scale
- Dynamic Planner 2.0 ‘Enterprise’ launches


The first client is risk profiled in Dynamic Planner following the Retail Distribution Review


- Dynamic Planner named ‘Best Risk Profiling Tool’ at WealthBriefing European Awards
- Dynamic Planner named ‘Leading Integrated Planning Tool Provider’ at Schroders UK Platform Awards


Dynamic Planner Risk Target Managed service launches, an industry first for an independent provider


Number of funds risk profiled in Dynamic Planner passes 1,000, from 100+ asset managers


- New Dynamic Planner Attitude to Risk questionnaire launches, co-authored by Henley Business School
- The one millionth client in Dynamic Planner is risk profiled post-RDR


- £5m, 2yr rebuild of Dynamic Planner announced
- Dynamic Planner Client Review launches, first part of Dynamic Planner 3.0 ‘Elements’
- Dynamic Planner – MSCI risk-targeted, multi-asset indexes launch, benchmarking portfolio performance


- Dynamic Planner Risk Managed Decumulation service launches
- New Dynamic Planner Cash Flow planning launches
- Dynamic Planner named ‘Leading independent planning tool provider’ at 2020 Schroders UK Platform Awards


- MSCI ESG fund research available in Dynamic Planner

- Dynamic Planner psychometric Sustainability questionnaire launches, an industry first
- Dynamic Planner achieves ‘Carbon Neutral Organisation’ status with the Carbon Footprint Standard
- Dynamic Planner named ‘Leading independent planning tool provider’ at 2021 Schroders UK Platform Awards
- Dynamic Planner named ‘Adviser Technology Provider of the Year’ at Money Marketing Awards 2021

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.