Risk-based financial planning for a hybrid world

Dynamic Planner is the UK’s leading organisation for risk-based financial planning technology. Today, we help more than 1,800 advice firms ensure the suitability of investments for their clients through risk and sustainability profiling, portfolio review, cash flow planning and fund research and recommendations, all with a beautiful design and user experience.

Dynamic Planner is delighted to announce its expansion into the European market in 2022. We are excited about the opportunity to support organisations operating in Europe to create a culture of investing, aligned to our overall mission of helping firms match people with suitable portfolios through engaging financial planning. Watch this 2 minute video to find out more about what Dynamic Planner has to offer.

We understand the challenges organisations in Europe face:

  • supporting traditionally risk-averse clients to understand the benefits of risk-based financial planning;
  • meeting regulatory demands;
  • integrating technology and cutting administration costs; and
  • ultimately serving clients more efficiently to help grow your business..

At Dynamic Planner, we are empowering firms to flourish in a hybrid working world. Dynamic Planner enables deeper connections between advisers and their clients by both encouraging engagement and supporting collaboration, whether meeting in person, speaking via video or remotely by the client themselves.

To find out more about Dynamic Planner, please see our Corporate Brochure and our guide to Client Profiling in Europe, both available by clicking on the link below.

View the brochures

We have appointed Christophe Ponette as MD Europe and part of our Executive Management Team. With more than 25 years in sales and management positions in continental European markets, Christophe will drive Dynamic Planner’s internationalization strategy.

If you’d like to know more about our business and our market-leading financial planning system, we’d love to talk with you. To speak with Christophe, please fill out the contact form below.

Get in touch with Christophe using this form (click here)