Dynamic Planner delivers an award-winning, market-leading digital financial planning and advice platform to UK advice firms and wealth managers, helping them to match consumers with suitable portfolios through engaging wealth and financial planning.
As the UK’s market leading Financial Planning platform – aligned at its core to Consumer Duty requirements – we ensure advice firms can deliver and evidence consistent, engaging financial advice at scale.
Our platform is proven to streamline data flows and financial planning processes, ensuring firms can deliver consistent, suitable advice with control, oversight, and confidence. We provide one system for all a firm’s financial planning needs, which can be deployed end-to-end or through modules selected to complement the firm’s existing infrastructure or roll-out strategy.
For more than 20 years, we’ve focused on the client outcome, demonstrating how investor risk profiles map to appropriate investment risk levels, and aligning research and recommendations to ensure consistency across the suitability process.
Headquartered in Reading, UK, we have a team of over 130 people, including qualified behavioural finance, financial planning and advice, actuarial and CFA team members.
