What our clients say about us

It is one thing to hear how we describe Dynamic Planner – but another thing entirely to read what our clients say about us.

Below, under three broad headings – Client review, Fund research and Risk profiling – you can hear from fellow financial advice firms and learn how they have adopted Dynamic Planner within their wider proposition. Where is the real value within it for them?

You can also see a fourth heading, Coronavirus 2020, where members of our user community describe how they are coping and managing in the current lockdown and how Dynamic Planner fits into the practice of working remotely, in isolation, from home. How is Dynamic Planner proving valuable for firms right now?

Coronavirus 2020

Fund research

Risk profiling

Client review

Coronavirus 2020

“Rather than disrupted, I would say [Coronavirus] has actually enabled us as a business. We’ve not hit the pause button – we’ve carried on, just with a different rhythm and routine.”

David OwenLifetime Connect
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“There is no adverse effect, I don’t think there has been any disruption to how we use Dynamic Planner – and it has always been fully embedded within our processes.”

Lee WatersBarwells Wealth
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“You can show where their portfolio or a fund sits on the ‘Efficient frontier’, in relation to the risk and return of the benchmark asset allocation for each risk profile. That can be a really important visual for a client – priceless.”

Serena Van der MeulenVan der Meulen Associates Ltd
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“Dynamic Planner is an incredible system. Had we not adopted it, it would have been a nightmare trying to work through this crisis. ”

Nick RyanYellow Bear Financial Consultancy
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Risk profiling

“We first began using Dynamic Planner in the summer of 2019 and it’s been a godsend. If I had to use one word to describe why we went with Dynamic Planner it would be ‘control’.”

Dean MullalyDean Wealth Management
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“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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“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
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“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
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“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
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“Dynamic Planner helps you easily demonstrate, compliance-wise to the FCA that, as a firm, you have a framework in place for risk profiling clients, that those questions are being asked and you have a consistent approach.”

Clare EdesSkerritts Chartered Financial Planners
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Client review

““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
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“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 WhitesideYellow Bear Financial Consultancy
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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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“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 ahead of the game in financial services, making this available for advisers. For those who endorse technology, it is fantastic.”

Chris MillerMiller Associates
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“Before we started using Dynamic Planner, we had no centralised way of reporting to clients at their annual review. It was chaos and just a mess.”

Neil Gilbourne3R Financial Services
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Fund research

“We go into Dynamic Planner’s Portfolio Suitability Hub to research and recommend funds for our clients. The Portfolio Suitability Hub is fantastic – I love it.”

Laura HutchingsThe Pension House
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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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“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
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“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
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“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
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Want to see what Dynamic Planner can do for you?

Schedule a free no-obligation remote demo with a business consultant and experience the full functionality of Dynamic Planner.