The future of financial advice

The UK’s leading digital financial planning and advice platform

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.

Market Leading

#1 financial advice platform, serving over 40% of advice firms

Award winning

5x Schroders Best Independent Financial Planning Tool (2020-2024)

Deeply Integrated

26 integrations with valuation and practice management providers

Investment Services

Full holdings from 1,800 solutions, 150 managers. 75 asset classes

Software perfectly designed to scale your advice process

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 solutions

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.

Client Profiling

Client Review

Recommendation & Suitability

Cash Flow

Research

Integrations

Investment Services

Digital Client Engagement

Enough about us, what about you?

Over 40% of UK investment advice firms and over 150 asset managers use Dynamic Planner.

Increase capacity in your business

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.

Work with a market leading platform

£0bn

Risk profiled each quarter

0

Risk profiled investments

0m+

Investors serviced since RDR

0

Asset class model

0

Platform / CRM Integrations / API

0

Year track record

Meet Consumer Duty head on

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.

Don’t just take our word for it

We’re dedicated to providing solutions and services that we are proud of. Our industry awards are a testament to this.

Dynamic Planner has led the way on communication with clients, in a way which is engaging and human. Bearing in mind, the financial services industry has spent the last 20 years going in the opposite direction

Andy Thompson, Chief Executive Officer

Finli Group

Read Case Study