Case Studies

“Dynamic Planner's Client Review provides a clear, compliant structure for meetings. It drives your review meetings and makes it a lot easier to record them.”

Gary KingGK Financial Solutions
Full Case Study

“Dynamic Planner is way ahead of the pack with this. I can’t imagine why an IFA wouldn’t buy Dynamic Planner as a result.”

Nick RyanYellow Bear Financial Consultancy
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“I think it’s unique and streets ahead of anything else potentially available for independent advisers. There’s nothing else out there that delivers as well for the adviser-client relationship.”

Dmitry MorganMorgan Financial
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“I like the way the report itself is presented. It’s customer-friendly and it guides the client nicely through the whole review process.”

Lee WhitesidePlan4Life
Full Case Study

“The reports you can produce look very professional and the system helps make our advice process both robust and efficient. I would certainly recommend Dynamic Planner.”

Neil BeattieCadence Financial Solutions Ltd
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“When we previously did a client review it was taking us between five and six hours per client. Now, using Dynamic Planner, it takes us 45 minutes.”

David OwenLifetime Connect
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“All client investment and pension assets are risk profiled at the touch of a few buttons, which is a godsend, because it immediately gives you an overall asset allocation as well as the contract asset allocation, which just saves so much time”

Serena Van der MeulenSerena Van der Meulen Associates Ltd
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“The reports themselves have been received well, clients like them. They make it so much easier to illustrate the thought process and research behind fund selection.”

Martin AllsopMarshwood Financial Services
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“Dynamic Planner plays an integral part in our first meeting with clients, the iPad app is great and we typically use that with a client interactively”

Lee WatersBarwells Wealth
Full Case Study

“The new Client Review saves you time and time is key, at the end of the day. I would approximate Elements is saving us at least an hour and a half on every Client Review.”

Jeremy CalderbankRigby Financial
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“Dynamic Planner is instrumental to our investment proposition, I would have no hesitation in recommending it”

John McMahonAdvantage Wealth Management Ltd
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“Dynamic Planner is ahead of the game in financial services, making this available for advisers. For those who endorse technology, it is fantastic.”

Chris MillerMiller Associates
Full Case Study

“When we, as a firm, risk profile new clients – and regardless of where they sit on the scale, be it a 3, 4, 5 or 6 – we know that the investment we are recommending has been carefully mapped by Dynamic Planner”

Tom OrchardAnnetts and Orchard
Full Case Study

“Dynamic Planner plays an integral part in that process and when we were first looking at the design and make-up of that process Dynamic Planner came out ahead of other services, because of the combination of things it offers”

Tim HarveyHR Independent
Full Case Study

“We can have confidence that we can demonstrate to the FCA our clients’ investment suitability. I would certainly recommend Dynamic Planner to fellow financial advisers”

Cliff PattersonAV Trinity
Full Case Study

“One of the benefits of Dynamic Planner is that I can easily get portfolios objectively risk rated, something that I was beginning to get concerned about as the new business grew. I needed to find ways to keep moving forward compliantly”

Jan OliffJan Oliff Financial Planning
Full Case Study

“Dynamic Planner makes life more simple, in short. It means we don’t have to complete lots and lots of fund research because Dynamic Planner has already done it for us”

Louise JonesIvor Jones and Co
Full Case Study

“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
Full Case Study

“Dynamic Planner has added value to the firm, in terms of ensuring suitability, by helping me design investment portfolios. In terms of efficiency, it saves me many hours of work and adds accuracy to my portfolio design.”

Milton GordonMilton Gordon and Co
Full Case Study

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