One system for all your financial planning needs

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


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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Access institutional quality investment and product research. And power your firm’s centralised propositions.

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

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


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.

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The Dynamic Planner Journal

News from the Dynamic Planner Investment Committee – End Jan 2023

The Investment Committee (IC) met on Monday 23 January and reflected on the downstream impact of the dramatic escalation in geopolitical risks, due to the Russian invasion of Ukraine, now almost 12 months ago, and the associated commodity price shocks. The macro environment is radically different to the optimistic one prevailing at the start of […]

Dynamic Planner enters into long-term partnership with Quilter Financial Planning

17 January 2023: Dynamic Planner, the UK’s leading financial planning system and Quilter Financial Planning, a leading financial advice network, have entered into a long-term partnership agreement which will see Dynamic Planner provided to advisers within the Quilter group. Quilter advisers will be able to fully access everything in Dynamic Planner’s one system including: industry […]

Dynamic Planner appoints Michael Whitfield as Chair

12 January 2023: Dynamic Planner, the UK’s leading risk-based financial planning system has appointed Michael Whitfield as its new Chair following FPE’s investment last year. Michael’s career in financial services spans four decades working in a variety of roles focusing on people and creating the technology to best serve their needs. Michael founded Thomson Online […]

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