Award-winning wealth and financial planning technology
One system for all your financial planning needs
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Plan
Powerfully profile clients. Effectively engage through time-saving reviews and recommendations. Create compelling cash flow plans.
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Research
Institutional quality investment and product research. 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.
The Dynamic Planner Journal
Press Release | Service
Dynamic Planner sees number of reports surge to over 100,000 a month in June as Consumer Duty anniversary nears
Dynamic Planner, the UK’s leading risk based financial planning system, has analysed the data* of the 40% of the UK advice market it serves ahead of the anniversary of Consumer Duty. In the past 12 months, Dynamic Planner has seen exponential growth in usage as its technology is increasingly adopted and utilised to solve the […]
Funds | News | Press Release
Dynamic Planner now risk rating L&G Future World Global Opportunities Fund
Dynamic Planner, the UK’s leading risk based financial planning system, is now risk rating L&G’s Future World Global Opportunities Fund. Managed by Colin Reedie, the award-winning L&G Future World Global Opportunities Fund is ranked No1 in its sector – IA Mixed Investment 20-60% Shares for its five-year performance. The fund follows a robust risk budgeting […]
News | Press Release
Dynamic Planner makes key appointments to accelerate growth
Dynamic Planner, the UK’s leading risk based financial planning system, has made the first of several new key hires into its Customer Success and Marketing teams to continue to accelerate its growth and scale further. Three new team members have joined: Will Dunwell, as Marketing Director to lead the Marketing team with more than 20 […]
Leading Planning Tool Provider
2023 Schroders UK Platform Awards
Best Technology Provider
2023 Professional Adviser Awards
Best Research Software
2023 Professional Paraplanner Provider Awards
‘Highly commended’
Leading Investment Research, Ratings and Data Provider
2023 Schroders UK Platform Awards
Runner up
Best Wealth Planning & Financial Advice Application
2023 Systems In The City Fintech Awards
Adviser Technology Provider
2022 Money Marketing Awards
