Award-winning wealth and financial planning technology

One system for all your financial planning needs

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Enabling you to match people with suitable solutions
through engaging financial planning.

financial planning system

Plan

Powerfully profile clients. Effectively engage through time-saving reviews and recommendations. Create compelling cash flow plans.

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Research

Institutional quality investment and product research. Power your firm’s centralised propositions.

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Tailor

Make Dynamic Planner your own. Integrate it with your back office and platforms. Tailor digital, client touchpoints.

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Suitability

Ensure investment suitability for your firm’s clients – through Dynamic Planner’s single definition of risk.

Efficiency

Work powerfully in one system. Reduce tasks which previously may have taken hours, to minutes.

Demonstrate Value

Add value for your clients. Communicate clearly, insightfully and through new, digital touchpoints.

The Dynamic Planner Journal

Dynamic Planner now risk rating L&G Future World Global Opportunities Fund

Dynamic Planner, the UK’s leading risk based financial planning system, is now risk rating L&G’s Future World Global Opportunities Fund. Managed by Colin Reedie, the award-winning L&G Future World Global Opportunities Fund is ranked No1 in its sector – IA Mixed Investment 20-60% Shares for its five-year performance. The fund follows a robust risk budgeting […]

Dynamic Planner makes key appointments to accelerate growth

Dynamic Planner, the UK’s leading risk based financial planning system, has made the first of several new key hires into its Customer Success and Marketing teams to continue to accelerate its growth and scale further. Three new team members have joined: Will Dunwell, as Marketing Director to lead the Marketing team with more than 20 […]

Dynamic Planner now risk rating Omba’s Managed Portfolio Service

Dynamic Planner, the UK’s leading risk based financial planning system, has added Omba’s Managed Portfolio Service (MPS) to its growing range of over 900 model portfolio solutions. Omba MPS is aimed at advisers and designed to provide transparent, cost-effective and tax-efficient access to global and multi-asset managed portfolios. It consists of three ranges of investment […]

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Our Awards

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Leading Planning Tool Provider

2023 Schroders UK Platform Awards
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Best Technology Provider

2023 Professional Adviser Awards
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Best Research Software

2023 Professional Paraplanner Provider Awards ‘Highly commended’
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Leading Investment Research, Ratings and Data Provider

2023 Schroders UK Platform Awards Runner up
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Best Wealth Planning & Financial Advice Application

2023 Systems In The City Fintech Awards
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Adviser Technology Provider

2022 Money Marketing Awards
£211bn
Risk profiled each quarter
1,650+
Risk Profiled Investments
1.9m+
Investors serviced since RDR
49
Asset class model
26
Platform / CRM integrations
21
Year Track Record