Schroders UK Platform Awards 2023 | 2022 | 2021 | 2020

Leading Planning Tool Provider – Winner

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

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.

How do wealth and financial planning firms rate Dynamic Planner?

Simon Drake

Bainlye Drake Wealth

Client Review
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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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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Trudi Old

Clearway Financial Solutions

Client Profiling
Client Review

Clients can be embarrassed telling you about a potential vulnerability. Dynamic Planner’s financial wellbeing questionnaire gives them the opportunity, in the comfort of their own homes, to answer those questions… things you didn’t necessarily know about a client.

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Not a Dynamic Planner user?

Start a conversation with us. How can Dynamic Planner benefit your business?

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The Dynamic Planner Journal

Funds | Press Release | Research

September 19th 2023

dynamicplanner

Scottish Widows Platform now live in Dynamic Planner

The Scottish Widows Platform is now live for valuations in Dynamic Planner, the UK’s leading risk based financial planning system. This new integration with the Scottish Widows Platform enables Dynamic Planner users to onboard and value new clients and existing clients in preparation for their client review or cashflow planning, and benefit from the new […]

Funds | News

September 8th 2023

dynamicplanner

News from the Dynamic Planner Investment Committee – Sept 2023

Dynamic Planner’s Investment Committee (IC) met on Monday 24 July with the main task of reviewing the inputs and outcomes from the optimisation process for setting the 2023/24 strategic benchmark asset allocations. The IC discussed the anticipation of a ‘return to normal’ for financial markets as yield curves should normalize to an upward slope given […]

Funds | Press Release

September 7th 2023

Guest

PortfolioMetrix Core funds now risk profiled on Dynamic Planner

Dynamic Planner, the UK’s leading risk based financial planning system, has again expanded its universe of risk profiled funds to include PortfolioMetrix’s three Core funds. New to Dynamic Planner, PortfolioMetrix is a discretionary investment manager which helps independent financial advisers to deliver expected outcomes for their clients. PortfolioMetrix builds portfolios that ‘fly in formation’, this […]

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