Case Studies

Dynamic Planner is a multi-award-winning service with a 15-year track record of success. We help you ensure investment suitability initially and on an ongoing basis. It is the most widely used risk profiling process in the UK, with thousands of advisers licensed from large networks and nationals to high quality regional and local firms. More than 900,000 clients have been profiled using Dynamic Planner in the last five years alone.

Dynamic Planner available on Desktop, iPad and iPhone

“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

“It is straightforward to use and I really like the reports it produces for clients, which illustrate things like the efficient frontier and where a client’s portfolio currently sits, and where it will potentially sit following your recommendation”

Catherine MorganEssendon Financial Planning
Full Case Study

“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

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

John McMahonAdvantage Wealth Management Ltd
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

“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 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

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.