Support and Training

Our Client Success team are available to support you closely on every step of your journey with Dynamic Planner. A named consultant will coordinate your setup and initial training to make sure you and your firm get the most out of Dynamic Planner from the start. They will coordinate any configuration or integration setup work and because we understand that it can take time to adopt a new system within a business, the team are dedicated to your ongoing support.

To contact the Client Success Team
Monday – Friday, 8.30am – 5.30pm
Call: 0333 6000 500 (Option 1)
Email: support@dynamicplanner.com

Getting Started

If you are new to Dynamic Planner, firstly welcome and thank you for choosing our service. Once you are registered and your account has been created you will receive a welcome email from your named consultant providing you with your username and password. The ‘Getting Started’ email contains information on the training offered by Dynamic Planner and useful tips to get you started.

  • Contact details for your named consultant and the Client Success team
  • Training days and times
  • Overview of the 4 training sessions
  • Useful tips
  • Information on regular correspondence

If you do not receive your ‘Getting started’ email shortly after receiving your login details, please contact our client success team on 0333 6000 500 or email support@dynamicplanner.com

Logging in

Logging in to Dynamic Planner for the first time couldn’t be simpler. Simply visit the login page and enter your details in the screen and click ‘login’. The link can also be found at the top of this webpage.

Knowledge Base

Accessible whilst logged into Dynamic Planner, our Knowledge Base is the starting point for all your support needs. Available via a link at the top of every page, it is populated with 100s of articles to help you use the service. You can also provide feedback on the Knowledge Base and vote on service enhancement ideas that other users have proposed – both of which are monitored by our Product Management team.

* The Knowledge Base is only available to direct clients of Dynamic Planner. If you receive access to Dynamic Planner via another organisation they may have their own help systems.

Resources

Whenever you are logged into Dynamic Planner, you have access to a central Resources point containing all the guides and reference you need to use Dynamic Planner including:

  • User Guide
  • Quick Start Guides
  • Dynamic Planner Analysis and Methodology
  • How to set up My Planning for Clients
  • Platform and Provider Integrations
  • Client Guide to Risk Profiling

FAQs

Over time we have collated the most Frequently Asked Questions (FAQs) and made them directly accessible when you are logged into Dynamic Planner. Accessible from the homepage, the FAQs are grouped into a number of different categories:

  • 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

Training Academies

Dynamic Planner hosts a nationwide academy programme delivering 40 investment professional-focused Training Academies annually – 20 each spring and 20 each autumn spread across locations up and down the UK and are carefully chosen for their accessibility. Academies are free for advisers and paraplanners to attend and typically each provides three CPD hours for attendees.

Training Academies are exclusively tailored to educate and inform advisers and paraplanners in practical, ‘how to’ sessions over the course of a morning in comfortable settings. Breakfast, refreshments and lunch are served throughout each event.

Training Academies

Want to see what Dynamic Planner can do for you?

Schedule a free no-obligation demo with a business consultant and experience the full functionality of Dynamic Planner.