Driving efficiency is top of most advice firms’ agendas up and down the country. With rising pressure on fees, firms use Dynamic Planner to dramatically reduce the time and cost to serve clients.

The Dynamic Planner process takes what can be hours of work for an investment review and reduces it to less than 45 minutes

The Dynamic Planner process takes what can be hours of work for an investment review and reduces it to less than 45 minutes. Firms have seen annual productivity benefits of more than £17,000 per adviser.


The Dynamic Planner investment process of risk profiling, portfolio review, asset allocation, cashflow planning, research and recommendations, producing reports and implementing the investment, is supported end-to-end with no re-keying required. An investment review process which used to take six hours now takes under 50 minutes with Dynamic Planner, saving you time and money and reducing your risk.

“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

Portfolio Reviews

Completing portfolio reviews in a timely manner where data is held in multiple systems and using multiple definitions of asset classes and risk is a real challenge for investment advice firms. Whether it’s during the client onboarding process or as part of an annual review; gathering client data, building a picture of their current portfolio and arrangements and reviewing these against a suitable strategy is time-consuming and prone to error. Dynamic Planner dramatically shortens this process – and because it is integrated with over 25 back offices and platforms and providers, client information is easy to transfer.

“In terms of efficiency, Dynamic Planner’s iPad app really helps. You get the questionnaire answers; you produce a report; you can print the report; and the client can walk away with the report from a meeting. That’s sped up our process considerably”

Lee WatersBarwells Wealth

Cashflow Plans

Building cashflow plans with traditional processes and systems can be time-consuming, eating into your business’s efficiency and margin. Dynamic Planner automatically generates cashflow plans from client portfolios and fact finds with no rekeying, saving you time and money.

“The time savings Dynamic Planner offer manifest in the client invites to complete the attitude to risk questionnaire before an initial meeting. What is most important is the discussion that follows completing the questionnaire with the client, so, in that sense, the client experience is better”

Cliff PattersonAV Trinity

Dynamic Planner dramatically improves firms efficiency and productivity

  • Complete portfolio reviews in minutes not hours through the use of our market-leading integrations with back offices, platforms and providers
  • Involve clients in the investment process through the use of apps and online invitations to complete the risk profiling and review process quickly and efficiently
  • Complete cashflow, research, recommendations and investment plans quickly and efficiently without rekeying and all using the same definition of risk
Dynamic Planner available on Desktop, iPad and iPhone

Who we integrate with

Dynamic Planner is fully integrated with more than 25 leading platforms so the time spent on activities such as portfolio valuation and investment strategy implementation can be dramatically reduced. Using our iPad apps instead of paper-based processes also saves time and money, while our client relationship management (CRM) and investment platform integration further increases efficiency savings.

Intelliflo logo
Dynamic Planner integration with Plum Software

Demonstrating and Adding Value with Dynamic Planner

Adding Value

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.