What customers say

Over 40% of UK investment advice firms use Dynamic Planner. Read from a selection of case studies below and see how the platform has transformed the services they offer. Discover if what they say chimes with the challenges you face at your firm.

For case studies from our Enterprise and Network clients, please contact us.

Featured Case Study

Dynamic Planner has led the way on communication with clients, in a way which is engaging and human. Bearing in mind, the financial services industry has spent the last 20 years going in the opposite direction

Andy Thompson, Chief Executive Officer

Finli Group

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Client Profiling

Clearway Financial Solutions

Client Profiling
Client Review

“We’ve started to produce recommendation reports in Dynamic Planner. They’re much more professional than what we were producing before, and really quick.”

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Client Profiling
Sustainable Investing

I love the way both the risk and sustainability questionnaires in Dynamic Planner approach the problem from a psychological standpoint, dealing with a customer’s emotions. Then their profile is up for discussion with you as their adviser.

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Cliff Patterson

Client Profiling

We can have confidence that we can demonstrate to the FCA our clients’ investment suitability. I would certainly recommend Dynamic Planner to fellow financial advisers

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Barwells Wealth

Client Profiling

Dynamic Planner plays an integral part in our first meeting with clients, the iPad app is great and we typically use that with a client interactively

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Mark Dean Wealth Management

Client Profiling

Would I recommend Dynamic Planner to another firm? Absolutely. In this day and age, with regulation, I don’t think you can run your business without it.

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Denyer Insurance Consultancy

Client Profiling

It supports me in having a compliant and repeatable process for risk profiling clients and for selecting where their money is invested, it removes that burden and allows me to focus on the parts of the planning process where, as an adviser, I can excel.

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Parkgate Financial Services

Client Profiling

The ability to almost go end-to-end for a review within one system and produce one report is great

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Michael Kennedy

Kennedy Independent Financial Advice Ltd

Client Profiling

Would I recommend Dynamic Planner to another firm? 100 per cent. It’s fantastic and it’s clearly been designed with the IFA in mind. It’s user friendly; everything about it is good.

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Client Profiling

I love it and we’ve had a number come back from clients. It provides you with a brilliant platform to have those conversations around ESG, which is really positive.

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Jane Newman Financial Planning

Client Profiling

“We invite clients to complete the questionnaires themselves online, which is brilliant. That’s really useful if you suddenly have a lot of reviews to complete.”

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Client Profiling

I would recommend Dynamic Planner to another firm, because of where the world is going, in terms of technology. Alongside the output Dynamic Planner gives you and the Client Review process, I would wholeheartedly recommend it.

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Client Review

Ginkgo Financial, part of Quilter Financial Planning

“I recommend Dynamic Planner to everyone. It’s one of the first things I ask, ‘Are you using it yet? If you’re not, change your life, because it will.’ ”

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Sweeny Wealth Management

Client Review
Fund Research

“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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KWL Wealth Management

Client Review
Fund Research

“Dynamic Planner helps us massively. It’s forever growing. It’s brilliant. It does everything we need it to, and sometimes it does things we haven’t even thought about.”

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Tingley & Cooper Ltd

“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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Derngate Wealth Management

Dynamic Planner’s big selling point, for us, is efficiency and pulling together a review report, which previously would have taken one hour or two hours and now takes maybe 10 minutes.

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Swan Financial Services, part of Quilter Financial Planning

“Dynamic Planner halves the time for you to do a cash flow, because the information is there from a review. You can get something out to a client in half an hour. That’s real-time advice. I like that.”

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Clearway Financial Solutions

Client Profiling
Client Review

“We’ve started to produce recommendation reports in Dynamic Planner. They’re much more professional than what we were producing before, and really quick.”

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SWC Independent

What Dynamic Planner does is create an agenda for review meetings, allowing you to follow the same process each time: risk profile, asset allocation, portfolio performance and next steps.

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Susan Hill Financial Planning

For me, Dynamic Planner really works. There is so much regulation involved today with ongoing service for clients, which is why Dynamic Planner’s Client Review is really good.

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3R Financial Services

Before we started using Dynamic Planner, we had no centralised way of reporting to clients at their annual review, due to the smaller number of clients we had for review. It was chaos and just a mess. Each one was done on an individual basis.

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Miller Associates

Dynamic Planner is ahead of the game in financial services, making this available for advisers. For those who endorse technology, it is fantastic.

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Jeremy Calderbank

Rigby Financial

The new Client Review saves you time and time is key, at the end of the day. I would approximate Elements is saving us at least an hour and a half on every Client Review.

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Serena van der Meulen

Serena Van Der Meulen Associates Ltd

All client investment and pension assets are risk profiled at the touch of a few buttons, which is a godsend, because it immediately gives you an overall asset allocation as well as the contract asset allocation, which just saves so much time.

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Morgan Financial

I think it’s unique and streets ahead of anything else potentially available for independent advisers. There’s nothing else out there that delivers as well for the adviser-client relationship.

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Yellow Bear Financial Consultancy

Dynamic Planner is way ahead of the pack with this. I can’t imagine why an IFA wouldn’t buy Dynamic Planner as a result.

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Ivor Jones & Co

“How much time does Dynamic Planner save me? Hours and hours and hours. And you and the client have a beautiful report at the end of it that looks really professional.”

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I would, without doubt, recommend Dynamic Planner to another firm. It completely changes the way you work, especially around client reviews and research.

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Bainlye Drake Wealth

Client Review
One Financial Planning System

“We came away from another risk profiler which we felt was limited. We were looking for something more progressive, focusing on the client’s willingness to take risk, alongside their capacity for loss. The extra questions in Dynamic Planner are so important.”

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Cash Flow

Dominic Quibell

Lifetime Wealth

The fact that it uses the underlying assumptions in Dynamic Planner, for risk and returns, makes your life easier

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Gordon Crothers

Attain Wealth Management

For the world we now live in – for analysis, regulation and for remote meetings – the way Dynamic Planner is designed and built I think is brilliant.

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Home & Finance Ltd

“It’s looking at drawdown in a more balanced way, and it’s only going to be more important because we know the regulator is looking at this. Dynamic Planner saves us an awful lot of work justifying why we’re recommending something for a client.”

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Ridgeways Financial Planning

I have been able to intuitively use it. It’s easy – certainly the easiest cash flow modelling tool I’ve used. Another tool might be all singing, all dancing, but have you really got the time to learn its intricacies, to make full use of it?

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Investment Research

Sweeny Wealth Management

Client Review
Fund Research

“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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KWL Wealth Management

Client Review
Fund Research

“Dynamic Planner helps us massively. It’s forever growing. It’s brilliant. It does everything we need it to, and sometimes it does things we haven’t even thought about.”

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Malcolm Chambers

T&M Financial Planning

Dynamic Planner is embedded in our process. It has fundamentally changed what we do.

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Oak County Financial Services

“Dynamic Planner governs asset managers’ adherence to its risk measurements and asks them to demonstrate that governance on a quarterly basis. That’s powerful due diligence.”

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Advantage Wealth Management Ltd

Dynamic Planner is instrumental to our investment proposition, I would have no hesitation in recommending it

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Robert Beck Financial Services

What Dynamic Planner has allowed me to do this year is identify and highlight more easily funds which have performed best in a client’s portfolio.

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Jan Oliff Financial Planning

One of the benefits of Dynamic Planner is that I can easily get portfolios objectively risk rated, something that I was beginning to get concerned about as the new business grew. I needed to find ways to keep moving forward compliantly

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Laura Hutchings

The Pension House

Very helpful and compliance like it, because it ticks those boxes. I absolutely would recommend Dynamic Planner to other advice firms.

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Octagon Financial Services

“In Dynamic Planner, all the fund research is there for you. It’s a great resource. It filters funds down to ones specific to the client’s needs. Otherwise, you could be looking at thousands of different solutions for a client.”

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Milton Gordon and Co

Dynamic Planner has added value to the firm, in terms of ensuring suitability, by helping me design investment portfolios. In terms of efficiency, it saves me many hours of work and adds accuracy to my portfolio design

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