Press Release

Dynamic Planner, the UK’s leading risk based financial planning system, has refreshed and relaunched its website to better serve adviser needs. Mirroring how its one system technology works, the revitalised website now follows the ‘advise, research, tailor’ adviser and client journey within Dynamic Planner. Yasmina Siadatan, Sales and Marketing Director at Dynamic Planner said: “The […]

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 […]

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 […]

Dynamic Planner has launched Product and Platform Research, ‘fit for the future tech’ which gives advisers the ability to research investment and retirement products, whilst meeting the evolving needs of clients and regulation. Part of Dynamic Planner as standard, Product and Platform Research is available to Dynamic Planner users from today and comes with all […]

Leading UK software focused private equity growth firm backs Dynamic Planner’s management team and ambitious growth plans Dynamic Planner’s independent focus and strategy will remain 14 July 2022: Dynamic Planner, the UK’s leading risk based financial planning system, has welcomed a significant investment from FPE Capital. The investment from FPE, a leading UK software focused […]

Dynamic Planner, today announces the appointment of Christophe Ponette as Managing Director for Europe to lead the company’s EU expansion. Christophe was previously the MD of Avaloq, the European Banking and Wealth Technology Provider for Benelux, speaks multiple languages and has over 25 years’ experience working in sales and management positions in European markets including […]

Advisers looking for risk rated investing solutions for their clients, can benefit from the revamped RSMR Responsible Managed Portfolio Service (MPS) now available through Dynamic Planner. The newly launched RSMR Responsible Growth Portfolio means that advisers can now take advantage of four risk profiled portfolios in the RSMR Responsible MPS that is risk rated on […]

Dynamic Planner has launched Client Access, a customer focused and interactive technology designed to help advisers drive deeper client engagement and relationships in the new flexible hybrid world of financial advice. Now available to Dynamic Planner users, Dynamic Planner Client Access empowers clients to complete the psychometric risk and sustainability profiling questionnaires remotely, enriching the […]

“We are on the cusp of a Golden Age for the financial planning industry, with a mixture of demand, regulation and technology providing the backdrop against which financial advice and planning is made more accessible than ever before,” says Ben Goss, CEO Dynamic Planner. Speaking at Dynamic Planner’s 10th Annual Conference, Ben Goss continued: “More […]

Advisers using Dynamic Planner’s Risk Managed Decumulation Service (RMD) can now access the Garraway Decumulation Model Portfolio Service. The portfolio is the first decumulation portfolio built specifically to meet Dynamic Planner’s RMD Standard. It has been created using Dynamic Planner’s leading risk-rated portfolio guidelines and assigned a risk rating of 5. Chris Jones, Proposition Director, […]