Schroders UK Platform Awards 2023 | 2022 | 2021 | 2020

Leading Planning Tool Provider – Winner

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


Powerfully profile clients. Effectively engage through time-saving reviews and recommendations. Create compelling cash flow plans.

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Institutional quality investment and product research. 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.

Demonstrate Value

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

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The Dynamic Planner Journal

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 […]

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 […]

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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Our Awards

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
Risk profiled each quarter
Risk Profiled Investments
Investors serviced since RDR
Asset class model
Platform / CRM integrations
Year Track Record