Award-winning wealth and financial planning technology

One system for all your financial planning needs

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

financial planning system

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.

The Dynamic Planner Journal

Dynamic Planner boosts DFM research capabilities

Dynamic Planner, the UK’s leading risk based financial planning system, has added a new level of granularity to researching and reviewing the performance of DFM model portfolios. As part of Dynamic Planner’s continued expansion of its in Research capability, past performance for over 900 DFM MPS solutions currently risk profiled has been added and Dynamic […]

What eye tracking tells us about presenting past performance to clients

by Dr Louis Williams, Head of Psychology and Behavioural Science How do your clients interpret past performance? Is the information you provide valuable, or could it be leading them to make poor decisions? Under the consumer understanding outcome of Consumer Duty, the FCA wants firms to support customers to make informed decisions by giving them […]

Finding balance in a concentrated investment world

By Andrzej Pioch, Lead Fund Manager, L&G Multi-Index Funds A typical broad global equity benchmark has around two-thirds of its stocks domiciled in the US1. Perhaps unsurprisingly, global equity indices therefore share the majority of their top 10 constituents with US equity indices, and the typical overall portfolio overlap between the two is currently over […]

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Our Awards

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Leading Planning Tool Provider

2023 Schroders UK Platform Awards
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Best Technology Provider

2023 Professional Adviser Awards
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Best Research Software

2023 Professional Paraplanner Provider Awards ‘Highly commended’
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Leading Investment Research, Ratings and Data Provider

2023 Schroders UK Platform Awards Runner up
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Best Wealth Planning & Financial Advice Application

2023 Systems In The City Fintech Awards
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Adviser Technology Provider

2022 Money Marketing Awards
£211bn
Risk profiled each quarter
1,650+
Risk Profiled Investments
1.9m+
Investors serviced since RDR
49
Asset class model
26
Platform / CRM integrations
21
Year Track Record