A selection of our case studies

Dynamic Planner has been revolutionising processes in the financial planning industry for 22 years, and we believe that there is no greater way to showcase how our products impact the industry than asking the industry itself. Discover how we help to save time on report creation, ensure ease of access to advice to all clients and provide robust risk planning capabilities by reading what our users have to say

Our enterprise clients see

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faster client review reports

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reclaimed every time a client is reviewed or onboarded.

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adviser productivity

Case Study

Finli Group

“Dynamic Planner’s a great client-facing tool. You can deeply engage the client with their own story and show them a depth of data you simply otherwise couldn’t.”

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Case Study

Sweeney Wealth Management

“In Dynamic Planner you can quickly focus your list: this is what’s important to the client. You’re not going off-piste and putting filters in which are more useful for you as an adviser. That’s really valuable.”

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Case Study

Tingley & Cooper

“The valuation integrations in Dynamic Planner work very well. Instead of logging onto four platforms, you log onto Dynamic Planner once. The process is better.”

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