Welcome to Dynamic Planner

threesixty services has partnered with Dynamic Planner to provide you and your firm with access to a special, bespoke version of the award-winning financial planning system.

What does it include? Everything our 7,000-plus users enjoy access to, alongside threesixty suitability letters, approved and ready for you to use; a threesixty approved funds list, containing 330+ risk profiled solutions for you to research and recommend to clients; threesixty managed model portfolios, providing you have paid threesixty for this service; and threesixty product factsheets. threesixty members also receive a discount on the price of a normal Dynamic Planner licence. You can find out more about Dynamic Planner at online events threesixty are now running in June and July 2020. Chris Jones, Dynamic Planner Proposition Director, is speaking at each event at approximately 12noon.

About us

Dynamic Planner was founded in 2003 and enables UK financial advice firms to match people with suitable portfolios through engaging financial plans. It combines intuitive financial planning technology with a trusted, independent asset risk model.

At the heart of Dynamic Planner is an asset risk model, with a 15-year track record of ensuring investment suitability, using 2,401 covariance correlations to assess the risk of tens of thousands of investments and client portfolios daily.

Dynamic Planner powers the MSCI – Dynamic Planner indices and is used by leading asset managers to risk profile or target more than £220bn of investments. Its technology is mobile-friendly, secure, cloud-based and integrated with leading industry CRMs and platforms and providers.

1m+

Clients risk profiled

26

Back office, platform integrations

1,400+

Investments

One system. One definition of risk

Dynamic Planner is a complete and yet flexible system for all of your firm’s planning and suitability needs, using an independent standard for risk profiling throughout to ensure nothing is ever lost in translation in the planning and advice process.

It uses a single definition of risk throughout – from risk profiling a client and their existing portfolio, to more than 1,400+ funds, risk profiled each quarter for you to research and recommend to clients. Dynamic Planner’s Client Review process and report, launched in the summer of 2019, enables you to meet annual MiFID II requirements; make significant time-savings; and demonstrate the value you add for clients in the planning and advice process.

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.