Tue 5 Mar 2024 | 22 Bishopsgate, London | Online

Dynamic Planner Annual Conference

Find out more

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.

Find out more

Research

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

Find out more

Tailor

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

Find out more

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

News from the Dynamic Planner Investment Committee

The Dynamic Planner Investment Committee (IC) met on Tuesday 23 January, coincidentally called ‘Super Tuesday’ in the US state of New Hampshire, where the race for the White House began with primary elections for the Republican party nomination. In fact, elections are expected to cover around 60% of world GDP over the course of 2024, […]

Is it time to reconsider traditional portfolio constructions in a higher inflation regime?

By Dorian Raimond, Head of Fixed Income Strategy and Trading, Hilbert Investment Solutions As we have entered a new regime of higher inflation and higher yields, decades-old templates of portfolio construction might be worth reconsidering. Bonds yields have become more attractive again, while the product seems to have lost some of its diversification appeal. Could […]

Dynamic Planner strengthens data analytics expertise to support development of data and analytics services

Dynamic Planner, the UK’s leading risk based financial planning system, has boosted its data analytics offering with two Data Engineer appointments. Saranya Vadrevu and Rohan Nandi have joined Dynamic Planner’s Data and Analytics Team led by Business Intelligence Manager, Abhishek Vethanayagam. Together they will drive data-led decision making and provide advanced analytics solutions across strategic […]

Check out our other articles

Our Awards

digital financial planning tools

Leading Planning Tool Provider

2023 Schroders UK Platform Awards
digital financial planning tools

Best Technology Provider

2023 Professional Adviser Awards
digital financial planning tools

Best Research Software

2023 Professional Paraplanner Provider Awards ‘Highly commended’
digital financial planning tools

Leading Investment Research, Ratings and Data Provider

2023 Schroders UK Platform Awards Runner up
digital financial planning tools

Best Wealth Planning & Financial Advice Application

2023 Systems In The City Fintech Awards
digital financial planning tools

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