Award-winning wealth and financial planning technology

One system for all your financial planning needs

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Enabling you to match people with suitable solutions
through engaging financial planning.

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Plan

Powerfully profile clients. Effectively engage through time-saving reviews and recommendations. Create compelling cash flow plans.

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Research

Institutional quality investment and product research. Power your firm’s centralised propositions.

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Tailor

Make Dynamic Planner your own. Integrate it with your back office and platforms. Tailor digital, client touchpoints.

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Suitability

Ensure investment suitability for your firm’s clients – through Dynamic Planner’s single definition of risk.

Efficiency

Work powerfully in one system. Reduce tasks which previously may have taken hours, to minutes.

Demonstrate Value

Add value for your clients. Communicate clearly, insightfully and through new, digital touchpoints.

The Dynamic Planner Journal

How to find joy in difficult times

by Leila Thomas, CEO and Founder, Urban Synergy Happy International Women’s Day? I’m never quite sure if this is a day to celebrate or commiserate. As we inch towards a more equitable society, ONS figures show that women still earn 7.7% less than men, and according to research by the Runnymede Trust* for Black Caribbean […]

International Women’s Day 2024 #InspireInclusion – What does it mean to 3 people at Dynamic Planner?

With 45% of team members at Dynamic Planner being women, we are truly inspiring inclusion. For International Women’s Day 2024, we asked three women what embracing equity means to them. This is what they said. Kate Gower, Product Owner “At Dynamic Planner, International Women’s Day isn’t just a celebration, it’s a daily practice. From promoting […]

The digital future of financial planning

By Ben Goss Back in the late 1990s, I left my job to found an internet startup. I remember the sense of possibility at that time, the expectation that everything would change. And, 25 years on, so it has proved. From banking to buying car insurance to planning a holiday, we do everything online, and […]

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Our Awards

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Leading Planning Tool Provider

2023 Schroders UK Platform Awards
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Best Technology Provider

2023 Professional Adviser Awards
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Best Research Software

2023 Professional Paraplanner Provider Awards ‘Highly commended’
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Leading Investment Research, Ratings and Data Provider

2023 Schroders UK Platform Awards Runner up
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Best Wealth Planning & Financial Advice Application

2023 Systems In The City Fintech Awards
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Adviser Technology Provider

2022 Money Marketing Awards
£211bn
Risk profiled each quarter
1,650+
Risk Profiled Investments
1.9m+
Investors serviced since RDR
49
Asset class model
26
Platform / CRM integrations
21
Year Track Record