Someone to turn to

Once you have access to Dynamic Planner you will enjoy full benefits of the experienced and knowledgeable team here at our headquarters in Reading, Berkshire. They are here, on hand to answer any questions or queries you may have. Some of those can be;

  • How do we quickly and easily get complex data in and out of the system?
  • How do I create my own model portfolios?
  • How can I compare the current portfolio to the target risk level?
  • Show me how to realign the portfolio

 

The base of all knowledge 

The Dynamic Planner Knowledge Base is a one-stop shop for all your support needs. Accessible via Dynamic Planner, and top of every page, it is populated with 100s of articles to help you use the service. You can also usefully provide feedback on the Knowledge Base and vote on service enhancement ideas that other users have proposed – both of which are monitored in real time by our Dynamic Planner Product Management Team. The new Dynamic Planner Elements launched this year is truly designed by advisers for advisers, and we invite you all to design a service that works for you.

Planning with Peers 

Being part of the exclusive Financial Planning Peer Group allows you to meet once every six months, taking a deep dive into the service, with senior executives from the Dynamic Planner team. Access can be granted to Dynamic Planner users, who learn from peers, comment uniquely on new product features and enhancements, and hear about the latest technology to future proof their businesses.

Frequently asked

Over time we have collated the most Frequently Asked Questions (FAQs) and made them directly accessible when you are in Dynamic Planner. Accessible from the homepage, the FAQs are grouped and help you self diagnose saving time and energy:

  • Getting started
  • Administration and firm setup
  • Risk profiling
  • Planning and analysis
  • My Planning

Live Training Webinars

Become an excellent Dynamic Planner by joining the Client Success training webinars. Dynamic Planner provides dedicated training sessions, covering the breadth of functionality found within the service. These regular online training sessions are available as part of your Dynamic Planner licence.

  • Risk Profiling with Dynamic Planner
  • Investment planning with Dynamic Planner
  • Retirement planning with Dynamic Planner
  • Model Portfolios, Administration Tasks and Apps with Dynamic Planner

* These webinars are designed for direct clients of Dynamic Planner. If you receive access to Dynamic Planner via another organisation they may offer their own custom training.

Dynamic Planner available on Desktop, iPad and iPhone
Webinar 1 Risk Profiling
Description This webinar is focused on familiarising the user with the basic navigational aspects of Dynamic Planner and demonstrates step by step how to perform a Risk Profile for your clients in order to produce a client facing report.
Time Every Friday – 9.30am – 10.30am
Duration 1 Hour
Schedule 45 min Webinar session with 10 mins questions
Topics covered
  • Overview of the home screen, resource files, knowledge base and the client dashboard
  • Creation of a client and a case
  • The full risk profiling process end to end
  • Report generation
  • Client update
Register If you are interested in registering for this session please contact support@dynamicplanner.com or call 0333 6000 500 with your desired date
Webinar 2 Investment Planning
Description This webinar is aimed at helping advisers take the next step from Risk Profiling, to analysing their clients current holdings and producing a plan of action. This course will recap the fundamentals of Dynamic Planner, before exploring in detail the tools to capture client fact find data and then planning for clients looking to invest.
Time Every other Monday – 2.30pm – 3.30pm
Duration 1 Hour
Schedule 50 min Webinar session with 10 mins questions
Topics covered
  • Inputting of existing Investment policies
  • How Dynamic Planner can help evaluate a client’s current Risk level with their Target Risk level
  • Recommending amendments to existing plans or recommending new policies in order to align the clients current risk level to their target risk level
  • Setting Investment objectives
  • Examining the Investment forecast
  • Using the Fund Search tool to select funds from a whole of Market solution or those that have been specifically Risk Profiled by Dynamic Planner
  • Producing a Client facing report
  • Progressing a Case in order to update the existing Client record
Register If you are interested in registering for this session please contact support@dynamicplanner.com or call 0333 6000 500 with your desired date
Webinar 3 Retirement Planning
Description This webinar is aimed at helping advisers take the next step from Risk Profiling, to analysing their clients current holdings and producing a plan of action. This course will recap the fundamentals of Dynamic Planner, before exploring in detail the tools to capture client fact find data and then planning for retirement.
Time Every other Monday – 2.30pm – 3.30pm
Duration 1 Hour
Schedule 50 min Webinar session with 10 mins questions
Topics covered
  • Inputting of existing pension policies
  • How Dynamic Planner can help evaluate a client’s current Risk level with their Target Risk level
  • Setting a Retirement objective
  • Exploring the range of forecast graphs available; including shortfall analysis
  • Recommending amendments to existing plans or recommending new policies in order to align the clients current risk level to their target risk level
  • Using the Fund Search tool to select funds from a whole of Market solution or those that have been specifically Risk Profiled by Dynamic Planner
  • Producing a Client facing report
  • Progressing a Case in order to update the existing Client record
Register If you are interested in registering for this session please contact support@dynamicplanner.com or call 0333 6000 500 with your desired date
Webinar 4 Model Portfolios, Admin and Apps
Description This webinar will cover some of the more advanced capabilities of the Dynamic Planner system. We will explore the creation of model portfolios/short-lists and how these are used within a Client Case. We will look at valuations and how you can start to receive your client statement information into Dynamic Planner. We will cover the two main apps which Dynamic Planner supplies as part of the Dynamic Planner offering; the client facing app (My Planning) and the adviser app for risk profiling. Finally, we will look at how to delete Client and Case information from the system (GDPR).
Time The last Thursday of every month – 9.30am – 10.30am
Duration 1 Hour
Schedule 50 min Webinar session with 10 mins questions
Topics covered
  • How to set up Model Portfolios and Shortlists
  • How to use these portfolios/shortlists within a Case
  • How to use Valuations
  • How to grant your Clients access to My Planning and the apps key features
  • How to use the adviser Risk Profiling app for iPhone/iPad
  • How to delete client records (GDPR)
Register If you are interested in registering for this session please contact support@dynamicplanner.com or call 0333 6000 500 with your desired date

Want to see what Dynamic Planner can do for you?

Schedule a free no-obligation demo with a business consultant and experience the market leading investor risk profiling service.