Service
Firms are delivering on their commitment to provide ongoing advice
by Chris Jones, Chief Product Officer, Dynamic Planner The Financial Conduct Authority have published the long-awaited findings of its review into the delivery of ongoing advice – and the news is good. In 83% of cases where firms had committed to providing suitability reviews, those reviews were delivered. In 15% of cases, clients either declined […]
Dynamic Planner unveils 2025 developments set to transform financial advice
Integration of AI into Dynamic Planner’s platform targeted to take annual review report production from 5 minutes to sub 5 seconds AI Charter published to set out how AI will be applied safely within Dynamic Planner Launch of Dynamic Planner Insights delivers actionable intelligence for firms including on their ongoing servicing Holistic, engaging fact find […]
St. James’s Place partners with Dynamic Planner to provide client risk profiling at scale
St. James’s Place (SJP), the UK’s largest wealth manager, has entered into a long-term partnership with Dynamic Planner, the UK’s leading digital advice platform, to provide comprehensive client risk profiling services. Dynamic Planner’s profiling capabilities will be made accessible to SJP’s 4,800 advisers and 7,500 support staff. This collaboration supports SJP’s commitment to delivering quality, […]
Dynamic Planner enriches ATR with launch of Financial Personality Insights
Dynamic Planner, the UK’s leading digital advice platform, has enhanced its market leading Attitude to Risk (ATR) questionnaire with the launch of Financial Personality Insights. This equips advisers with a deeper understanding of their client behaviours, thoughts and emotions around financial risk, unlocking more levels of personalised financial advice than ever before. Developed by Dr […]
Dynamic Planner teams up with Salesforce to deliver financial planning at scale
Dynamic Planner, the UK’s leading risk based financial planning system, has teamed up with Salesforce, the #1 AI CRM. The agreement makes Dynamic Planner the first and only UK based wealth planning partner for Salesforce. This collaboration enables firms using Salesforce to underpin their financial planning process with Dynamic Planner, with Salesforce customers seeing many […]
The technology opportunity extends across client age brackets
Advice firms will need to embrace app technology to attract and retain the next generation of clients, but the opportunity is not limited to younger age groups. We commissioned research from AdviserSoftware.com, a division of FTRC, to explore the potential for technology to broaden access to financial planning and open up new markets for advice […]
Dynamic Planner announces new CRM integration with Adviser Cloud
Dynamic Planner, the UK’s leading digital advice platform has announced a new CRM integration with Adviser Cloud. Advisers using the new integration will be able to seamlessly transfer client records easily, efficiently and securely between Dynamic Planner and Adviser Cloud. Data is passed between the systems, with Adviser Cloud validating all data, removing the need […]
Dynamic Planner sees number of reports surge to over 100,000 a month in June as Consumer Duty anniversary nears
Dynamic Planner, the UK’s leading risk based financial planning system, has analysed the data* of the 40% of the UK advice market it serves ahead of the anniversary of Consumer Duty. In the past 12 months, Dynamic Planner has seen exponential growth in usage as its technology is increasingly adopted and utilised to solve the […]
The digital future of financial planning
By Ben Goss Back in the late 1990s, I left my job to found an internet startup. I remember the sense of possibility at that time, the expectation that everything would change. And, 25 years on, so it has proved. From banking to buying car insurance to planning a holiday, we do everything online, and […]
We’ve built the digital future of financial planning, for the advice industry to use today
Published 5th March Speaking to over 700 financial planning professionals at the 12th annual Conference for Dynamic Planner, the UK’s leading digital financial planning and advice platform, CEO Ben Goss said: “We live in the most extraordinary of times, the speed of change is unprecedented, and technology is driving this transformation. “In the advice industry, […]