Order Dynamic Planner

Please fill out your details on the form to the right. You don’t need to do anything else right now. We will very soon be in touch and have you up and running in no time.

Thank you again for choosing us and the UK’s most popular Risk Profiling and Asset Allocation Investment Process. We look forward to working with you and closely supporting you and your firm at every step of your Dynamic Planner journey – which we hope will be long and very valuable.

Need to see a demo first? Schedule a free, no-obligation demo with a Business Consultant on our “Request a Demo” page and experience the full functionality of Dynamic Planner for yourself.

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