Case Studies

It is one thing to hear how we describe Dynamic Planner, but another to read what users say about us. Below, hear from fellow wealth and financial planning firms, and see how they have adopted Dynamic Planner. Where is the real value for them?

What are you saying about us?

Large firms

case studies

Client Profiling

case studies

Cash Flow

case studies

Review

case studies

Investment Fund Research

case studies

Large Firm case studies

Client Profiling case studies

Trudi Old
Clearway Financial Solutions
Client Profiling
Client Review
Clients can be embarrassed telling you about a vulnerability. Dynamic Planner gives them the opportunity, in the comfort of their own homes, to answer those questions… things you didn’t necessarily know.
Kevin Walsh
Client Profiling
Sustainable Investing
I love the way both the risk and sustainability questionnaires in Dynamic Planner approach the problem from a psychological standpoint, dealing with a customer’s emotions. Then their profile is up for discussion with you as their adviser.
Cliff Patterson
AV Trinity
Client Profiling
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
Lee Waters
Barwells Wealth
Client Profiling
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
Dean Mullaly
Mark Dean Wealth Management
Client Profiling
Would I recommend Dynamic Planner to another firm? Absolutely. In this day and age, with regulation, I don’t think you can run your business without it.
Simon Hill
Denyer Insurance Consultancy
Client Profiling
It supports me in having a compliant and repeatable process for risk profiling clients and for selecting where their money is invested, it removes that burden and allows me to focus on the parts of the planning process where, as an adviser, I can excel.
Gareth Higton
Parkgate Financial Services
Client Profiling
The ability to almost go end-to-end for a review within one system and produce one report is great
Michael Kennedy
Kennedy Independent Financial Advice Ltd
Client Profiling
Would I recommend Dynamic Planner to another firm? 100 per cent. It’s fantastic and it’s clearly been designed with the IFA in mind. It’s user friendly; everything about it is good.
Andrew Watt
Client Profiling
I love it and we’ve had a number come back from clients. It provides you with a brilliant platform to have those conversations around ESG, which is really positive.
Emily Newman
Jane Newman Financial Planning
Client Profiling
Looking back, to what we were doing two years ago, before we began adopting Dynamic Planner, there’s no comparison.
Jack Igglesden
Radcliffe & Co
Client Profiling
I would recommend Dynamic Planner to another firm, because of where the world is going, in terms of technology. Alongside the output Dynamic Planner gives you and the Client Review process, I would wholeheartedly recommend it.

Cash Flow case studies

Review case studies

Daren Wallbank
Ginkgo Financial, part of Quilter Financial Planning
Client Review
It is difficult to realise how we ever did it before. For sure, I would not be able to look after 250 clients without Dynamic Planner. No way. And that is with a support team.
Paul Sweeny
Sweeny Wealth Management
Client Review
Fund Research
In Dynamic Planner, creating target markets of clients is incredibly invaluable. It’s enabled us to do that research and have something on record… Dynamic Planner is ahead of the curve.
Peter Watts
KWL Wealth Management
Client Review
Fund Research
Dynamic Planner helps us massively. It’s forever growing. It’s brilliant. It does everything we need it to. And sometimes it does things that we haven’t even thought about. It has our back.
Howard Tingley
Tingley & Cooper Ltd
Client Review
New clients joining us will then be immediately familiar with a high level of reporting. I’m excited about that. That will add a lot of value to our business.
Tom Beevor
Derngate Wealth Management
Client Review
Dynamic Planner’s big selling point, for us, is efficiency and pulling together a review report, which previously would have taken one hour or two hours and now takes maybe 10 minutes.
Paul Swan
Swan Financial Services, part of Quilter Financial Planning
Client Review
Dynamic Planner’s fantastic. In 20 minutes, you can produce a decent review report which is editable; looks good; is accurate; and it has enough weight to keep every type of client happy.
Trudi Old
Clearway Financial Solutions
Client Profiling
Client Review
Clients can be embarrassed telling you about a vulnerability. Dynamic Planner gives them the opportunity, in the comfort of their own homes, to answer those questions… things you didn’t necessarily know.
Stuart Cardozo
SWC Independent
Client Review
What Dynamic Planner does is create an agenda for review meetings, allowing you to follow the same process each time: risk profile, asset allocation, portfolio performance and next steps.
Susan Hill
Susan Hill Financial Planning
Client Review
For me, Dynamic Planner really works. There is so much regulation involved today with ongoing service for clients, which is why Dynamic Planner’s Client Review is really good.
Neil Gilbourne
3R Financial Services
Client Review
Before we started using Dynamic Planner, we had no centralised way of reporting to clients at their annual review, due to the smaller number of clients we had for review. It was chaos and just a mess. Each one was done on an individual basis.
Chris Miller
Miller Associates
Client Review
Dynamic Planner is ahead of the game in financial services, making this available for advisers. For those who endorse technology, it is fantastic.
Jeremy Calderbank
Rigby Financial
Client Review
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.
Serena van der Meulen
Serena Van Der Meulen Associates Ltd
Client Review
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.
Dmitry Morgan
Morgan Financial
Client Review
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.
Nick Ryan
Yellow Bear Financial Consultancy
Client Review
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.
Louise Jones
Ivor Jones & Co
Client Review
I started using Dynamic Planner’s Client Review at the start of 2020 and it has changed everything for me. It’s just brilliant and has transformed my review process.
Melissa Ellis
HL Financial
Client Review
I would, without doubt, recommend Dynamic Planner to another firm. It completely changes the way you work, especially around client reviews and research.
Simon Drake
Bainlye Drake Wealth
Client Review
One Financial Planning System
Dynamic Planner has allowed us to embrace technology more, with less fear, saving time, saving money and enabling us to focus more on the client, with deeper conversations during meetings. The system has worked flawlessly for us.

Investment Fund Research case studies

Paul Sweeny
Sweeny Wealth Management
Client Review
Fund Research
In Dynamic Planner, creating target markets of clients is incredibly invaluable. It’s enabled us to do that research and have something on record… Dynamic Planner is ahead of the curve.
Peter Watts
KWL Wealth Management
Client Review
Fund Research
Dynamic Planner helps us massively. It’s forever growing. It’s brilliant. It does everything we need it to. And sometimes it does things that we haven’t even thought about. It has our back.
Malcolm Chambers
T&M Financial Planning
Fund Research
Dynamic Planner is embedded in our process. It has fundamentally changed what we do.
John Booth
Oak County Financial Services
Fund Research
I certainly would recommend Dynamic Planner to another firm. It’s a well-researched, well thought out system. Also, the wider governance it places on product providers, that in itself acts as a powerful tool.
John McMahon
Advantage Wealth Management Ltd
Fund Research
Dynamic Planner is instrumental to our investment proposition, I would have no hesitation in recommending it
Robert Beck
Robert Beck Financial Services
Fund Research
What Dynamic Planner has allowed me to do this year is identify and highlight more easily funds which have performed best in a client’s portfolio.
Jan Oliff
Jan Oliff Financial Planning
Fund Research
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
Laura Hutchings
The Pension House
Fund Research
Very helpful and compliance like it, because it ticks those boxes. I absolutely would recommend Dynamic Planner to other advice firms.
Adrian Hill
Octagon Financial Services
Fund Research
As a firm, I like that we’re on a journey with Dynamic Planner and when new developments are released, you can feel if it’s the right thing for you to adopt.
Milton Gordon
Milton Gordon and Co
Fund Research
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