Dynamic Planner helps you ensure investment suitability, deliver a great service and look good to your clients and customers by:

  1. Helping accurately risk profile investors as part of a risk based plan.
  2. Ensuring investments in each Dynamic Planner Profile meet our definition of a suitable risk
  3. Tracking the risk of investments we profile as part of our service on a quarterly basis

Don’t just take our word for it. Request a demo to experience Dynamic Planner for yourself and your firm.

Dynamic Planner Risk Profiler Dynamic Planner Risk Profiler, Plan & Manage
£ 87 (+ VAT) per month £ 97 (+ VAT) per month
Accurately risk profile clients. Accurately risk profile clients as part of a risk based financial plan. Manage suitability on an ongoing basis.
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Risk Profiling
Risk Profiler App
Asset Allocation
Portfolio Suitability Hub - fund selection
Capital Market Assumptions & Market Updates
Training & Support
Investment and Retirement Planning - goal based planning
Holistic Planning
Cash Flow Planning
Portfolio Aggregation - valuations & reporting
Branded Customer App
Financial Plan and Suitability Report Library
Client Management
Integrated Platform Transactions (WealthConnect)
Living in Retirement Module Not Available £51 (+ VAT) per month
Administrator Licences Not Available Available at Additional Cost