“I have been able to intuitively use it. It’s easy - certainly the easiest cash flow modelling tool I’ve used. Another tool might be all singing, all dancing, but have you really got the time to learn its intricacies, to make full use of it?”

David MillsRidgeways Financial Planning

“All the financial planning tools we need today, in IFA terms, are in Dynamic Planner, we have been able to stop using other tools we don’t need, because of the scenarios Dynamic Planner allows you to paint for a client”

Kevin WalshHome & Finance Ltd

“The big advantage of Dynamic Planner’s cash flow is the risk assessments being completed in the background. Other tools don’t have that in their back pocket”

Gordon CrothersAttain Wealth Management

“The fact that it uses the underlying assumptions in Dynamic Planner, for risk and returns, makes your life easier”

Dominic QuibellLifetime Wealth

“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

“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

“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

“I think the Client Review in Dynamic Planner is wonderful – and with new cash flow Dynamic Planner is going in exactly the direction we want: the ability to show to clients the impact of, ‘What if?’ scenarios.”

Kevin WalshHome & Finance Ltd

“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

“It brings the whole conversation alive and makes it feel more real for the client, because they can see with their investments at a risk level”

Jack IgglesdenRadcliffe & Co

“Looking back, to what we were doing two years ago, before we began adopting Dynamic Planner, there’s no comparison.”

Emily NewmanJane Newman Financial Planning Limited

“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.”

Andrew WattWatt Money

“Would I recommend Dynamic Planner to another firm? 100 per cent... It’s user friendly; everything about it is good.”

Michael KennedyKennedy Independent Financial Advice Ltd

“The ability to almost go end-to-end for a review within one system and produce one report is great”

Gareth Higton & Lee TravisParkgate Financial Services

“It’s fantastic that I can have a conversation with a client online, share with them real-time performance data, review their risk profile and complete that part of the process with a comprehensive report.”

Simon HillDenyer Insurance Consultancy

“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

“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

“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

“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

“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

“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

“The consistency, stability and the functionality of Dynamic Planner has allowed us to embrace technology more this year, with less fear – saving time, saving money and enabling us to focus more on the client.”

Simon DrakeBainlye Drake Wealth

“I would, without doubt, recommend Dynamic Planner to another firm. It completely changes the way you work, especially around client reviews and research.”

Melissa EllisHL Financial

“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.”

Louise JonesIvor Jones & Co

“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

“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

“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 WhitesidePlan 4 Life

“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

“All client investment and pension assets are risk profiled at the touch of a few buttons, which is a godsend... [it] just saves so much time”

Serena Van der MeulenSerena Van der Meulen Associates Ltd

“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

“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

“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

“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

“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.”

Susan HillSusan Hill Financial Planning

“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.”

Stuart CardozoSWC Independent

“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.”

Adrian HillOctagon Financial Services

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

Laura HutchingsThe Pension House

“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

“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

“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... so they can see why I am making a recommendation to make a change”

Robert BeckRobert Beck Financial Services

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

John McMahonAdvantage Wealth Management Ltd

“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