Advise
Powerfully profile your firm’s clients. Effectively engage with them through time-saving reviews and recommendations. Create compelling cash flow plans.
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Research
Access institutional quality investment and product research. And 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.
Simon Drake
Bainlye Drake Wealth
Client Review
One Financial Planning System
One Financial Planning System
Dynamic Planner has allowed us to embrace technology more, with less fear, saving time, saving money and enabling us to focus more on the client, with deeper conversations during meetings. The system has worked flawlessly for us.
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Nick Ryan
Yellow Bear Financial Consultancy
Digital Advice
We were already using Dynamic Planner so much that it has helped us enormously – it’s an incredible system – but had we not adopted it, it would have been a nightmare trying to work through Covid.”
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Gordon Crothers
Attain Wealth Management
Cash Flow
For the world we now live in – for analysis, regulation and for remote meetings – the way Dynamic Planner is designed and built I think is brilliant.
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Michael Kennedy
Kennedy Independent Financial Advice Ltd
Client Profiling
Would I recommend Dynamic Planner to another firm? 100 per cent. It’s fantastic and it’s clearly been designed with the IFA in mind. It’s user friendly; everything about it is good.
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The Dynamic Planner Journal
Markets | News | Uncategorized
Dynamic Planner Investment Committee – Update Q2 2023
The Dynamic Planner Investment Committee met on Thursday 27 April and reflected on the wider financial sector frailties following the fall-out of the Silicon Valley and First Republic Bank collapses in the US. In Europe, the dramatic loss of confidence in Credit Suisse led to a deposit run-off at digitally enabled speed and a wipe-out of its statutory capital […]
Featured
Forging a path to progress
By Lucy Haddow, Investment Specialist, Baillie Gifford In July 1938, amid a turbulent political and economic backdrop, a team of German and Austrian climbers finally conquered the north face of the Eiger, a mountain in the Alps that had stolen many souls in the pursuit of a successful ascent. While the problem had been cracked, […]
News | Press Release
Dynamic Planner launches latest Consumer Duty support as thinking shifts to delivery
Dynamic Planner has added to its range of Consumer Duty support to help advice firms take control of implementation. Advisers can now download a free guide which puts technology and Dynamic Planner at the heart of taking on all of the challenges thrown up by the imminent deadline for open products and services. Dynamic Planner […]
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2022 UK Platform Awards
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2023 Professional Adviser Awards
