Case Studies

It is one thing to hear how we describe Dynamic Planner, but another to read what users say about us. Below, hear from fellow wealth and financial planning firms, and see how they have adopted Dynamic Planner. Where is the real value for them?

What are you saying about us?

Client Profiling

Cash Flow

Review

Investment Fund Research

Client Profiling case studies

Clearway Financial Solutions

Client Profiling
Client Review

Clients can be embarrassed telling you about a vulnerability. Dynamic Planner gives them the opportunity, in the comfort of their own homes, to answer those questions… things you didn’t necessarily know.

Read Case Study

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.

Read Case Study

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

Read Case Study

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

Read Case Study

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.

Read Case Study

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.

Read Case Study

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

Read Case Study

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.

Read Case Study

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.

Read Case Study

Jane Newman Financial Planning

Client Profiling

Looking back, to what we were doing two years ago, before we began adopting Dynamic Planner, there’s no comparison.

Read Case Study

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.

Read Case Study

Cash Flow case studies

Dominic Quibell

Lifetime Wealth

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

Read Case Study

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.

Read Case Study

Home & Finance Ltd

All the financial planning tools we need today, in IFA terms, are in Dynamic Planner, we have been able to stop using other tools we don’t need, because of the scenarios Dynamic Planner allows you to paint for a client.

Read Case Study

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?

Read Case Study

Review case studies

Sweeny Wealth Management

Client Review
Fund Research

In Dynamic Planner, creating target markets of clients is incredibly invaluable. It’s enabled us to do that research and have something on record… Dynamic Planner is ahead of the curve.

Read Case Study

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 that we haven’t even thought about. It has our back.

Read Case Study

Tingley & Cooper Ltd

New clients joining us will then be immediately familiar with a high level of reporting. I’m excited about that. That will add a lot of value to our business.

Read Case Study

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.

Read Case Study

Swan Financial Services

For the Consumer Duty, Dynamic Planner enables you to show consistency, a consistent service and pathway for your clients. I’m doing the job I said I would, within the tram lines of my fees.

Read Case Study

Clearway Financial Solutions

Client Profiling
Client Review

Clients can be embarrassed telling you about a vulnerability. Dynamic Planner gives them the opportunity, in the comfort of their own homes, to answer those questions… things you didn’t necessarily know.

Read Case Study

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.

Read Case Study

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.

Read Case Study

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.

Read Case Study

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.

Read Case Study

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.

Read Case Study

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.

Read Case Study

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.

Read Case Study

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.

Read Case Study

Ivor Jones & Co

I started using Dynamic Planner’s Client Review at the start of 2020 and it has changed everything for me. It’s just brilliant and has transformed my review process.

Read Case Study

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

Read Case Study

Bainlye Drake Wealth

Client Review
One Financial Planning System

Dynamic Planner has allowed us to embrace technology more, with less fear, saving time, saving money and enabling us to focus more on the client, with deeper conversations during meetings. The system has worked flawlessly for us.

Read Case Study

Investment Fund Research case studies

Sweeny Wealth Management

Client Review
Fund Research

In Dynamic Planner, creating target markets of clients is incredibly invaluable. It’s enabled us to do that research and have something on record… Dynamic Planner is ahead of the curve.

Read Case Study

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 that we haven’t even thought about. It has our back.

Read Case Study

Malcolm Chambers

T&M Financial Planning

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

Read Case Study

Oak County Financial Services

I certainly would recommend Dynamic Planner to another firm. It’s a well-researched, well thought out system. Also, the wider governance it places on product providers, that in itself acts as a powerful tool.

Read Case Study

Advantage Wealth Management Ltd

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

Read Case Study

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.

Read Case Study

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

Read Case Study

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.

Read Case Study

Octagon Financial Services

As a firm, I like that we’re on a journey with Dynamic Planner and when new developments are released, you can feel if it’s the right thing for you to adopt.

Read Case Study

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

Read Case Study

Could Dynamic Planner help your firm?

Why not have a simple conversation? Discover how one financial planning system can benefit your firm.