By helping accurately risk profile investors as part of a risk-based plan, Dynamic Planner helps you ensure investment suitability, become significantly more efficient and demonstrate your value to your clients.


A named consultant will coordinate your training and ensure the smoothest onboarding process possible. The Client Success team will continue to provide dedicated support post live.

Please note an onboarding fee of £120.00 (Excl. VAT) will apply for the first year, per user, payable over 12 months within the monthly licence fee.

You can also call us to request a demonstration on
0333 6000 500

Feature Dynamic Planner Dynamic Planner excl. Cash flow
Risk Profiling
Portfolio Review
Fund Search
Cash flow modelling
Price: £147 (excl. VAT) £108 (excl. VAT)