Helping people fund the lives they want
Dynamic Planner is an award winning, market leading digital financial planning and advice platform. We help firms match people with suitable solutions through engaging financial planning.
Dynamic Planner is an award winning, market leading digital financial planning and advice platform. We help firms match people with suitable solutions through engaging financial planning.
We provide a Consumer Duty-ready platform that helps advice and wealth firms scale, increase capacity and engage with your clients though mapped investment solutions and digital experiences of the highest quality.
Our financial planning & advice platform works in tandem with our industry leading investment services. This helps your organisation ensure that your clients are matched with suitable solutions with a known level of risk.
Over 40% of UK investment advice firms and over 150 asset managers use Dynamic Planner.
Increasing the efficiency of client profiling, annual reviews and cash flow planning without sacrificing quality is the key to unlocking capacity in your business. This can be a big challenge in an increasingly regulated sector. Thankfully, 80% of annual reviews take 35 minutes or less with Dynamic Planner, with 20% taking under 5 minutes.
The Consumer Duty requires a demonstration of value, the suitability of products and services, consumer understanding and ongoing support. Dynamic Planner is single digital platform that allows you to both achieve and evidence these requirements at scale.
We’re dedicated to providing solutions and services that we are proud of. Our industry awards are a testament to this.