Advise
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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Research
Access institutional quality investment and product research. And 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.
Simon Drake
Bainlye Drake Wealth
Client Review
One Financial Planning System
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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Nick Ryan
Yellow Bear Financial Consultancy
Digital Advice
We were already using Dynamic Planner so much that it has helped us enormously – it’s an incredible system – but had we not adopted it, it would have been a nightmare trying to work through Covid.”
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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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The Dynamic Planner Journal
Markets | News
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 […]
News | Press Release
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 […]
News | Press Release
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 […]
