One system for all your financial planning needs

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

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.

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The Dynamic Planner Journal

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 […]

Staying agile amid uncertain markets in 2023

Fidelity Sustainable Multi Asset Fund range portfolio manager Caroline Shaw examines the outlook for the year ahead We expect central banks to have to tighten further if inflation remains sticky on the back of Russia’s invasion of Ukraine, and in the face of slowing growth prospects across most of the world. In these circumstances, we […]

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Our Awards

£250bn+
Risk profiled each quarter
1,650+
Risk Profiled Investments
1m
Investors serviced since RDR
49
Asset class model
24
Back Office Integrations
19
Year Track Record