Using a single definition of risk in your cash flow plan is vital to avoid the danger of miscalibration and to ensure nothing is lost in translation.

Dynamic Planner Cash flow combines intuitive technology you love, with an independent asset risk model you trust. Using a single definition of risk enables you and a client to to powerfully see what is most likely to happen in an average scenario, a positive scenario and also a negative scenario, supporting our market-leading risk profiling process and testing fully a client’s capacity for financial loss.

  • Confidently bring a client’s cash flow plan vividly to life using a client’s financial goals and objectives.
  • Produce cash flow plans in minutes not hours – and for every client, not just a chosen few
  • Build cash flow modelling into your firm’s regular client review process.
  • One definition of risk throughout your whole financial planning process

Dynamic Planner Cash Flow

Adopt one system, reduce the number of tools you use and pay for

  • Fully integrated with Dynamic Planner’s Client Review process, enabling you to quickly update and grow plans with clients in future
  • Access and share your client data efficiently, avoiding rekeying when creating new cash flows for clients
  • Beautiful, bespoke reporting. Simple to produce and easy for clients to read and understand. Personalise with your own images and firm’s branding
  • Best-in-class support. Experienced support team, on hand, to expertly guide you every step of the way from onboarding to ongoing support

‘Of the tools we’ve seen, this is the easiest to use’

Read an independent view of new Dynamic Planner Cash flow, from The Paraplanners’, led by Richard Allum and working with advice firms for nearly two decades

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Get in touch

Not a Dynamic Planner user? We’d love to talk to you about how our end-to-end financial planning process can help your firm, and how we make implementation and onboarding a breeze.

“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

What’s new in Dynamic Planner Cash Flow?

Watch this short video to find out about our latest product updates

  • Ability to highlight important goals
  • Segmented view of income and expenditure
  • Viewing possible investment paths
  • Making charts even more accessible

Dynamic Planner Cash Flow Features

  • Optimised screens to be used and shared live interactively or as part of a hybrid model
  • Model incomes and expenditures throughout a client’s life
  • Plan for a client’s key life expenditures and goals
  • Automatically calculate income tax
  • Monte Carlo forecast uses same return expectations as Dynamic Planner risk profiling process
  • Model average, positive and negative return scenarios, all aligned to a client’s risk profile
  • Model complex pensions withdrawal strategies
  • Create a visually rich and engaging cash flow plan report to help your clients stay on track
  • Fully integrated with Dynamic Planner Client Review process, enabling you to efficiently update plans with clients

Get in touch

Not a Dynamic Planner user? We’d love to talk to you about how our end-to-end financial planning process can help your firm, and how we make implementation and onboarding a breeze.

Powerful. Easy to use. Trusted by more than 6,500 advisers. Dynamic Planner is the one financial planning system you need to ensure investment suitability, increase efficiency and demonstrate value to your clients. Click on the hexagons below to find out more.

Client Profiling Review Cash Flow Research
Client Profiling Review Cash Flow Research