One system for all your financial planning needs

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Enabling you to match people with suitable solutions
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.

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Add value for your clients. Communicate clearly, insightfully and through new, digital touchpoints.

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The Dynamic Planner Journal

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 […]

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, […]

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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