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.

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.”

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

“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.”

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

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.’ ”

Read Case Study

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.”

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 we haven’t even thought about.”

Read Case Study

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.”

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, 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.”

Read Case Study

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.”

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

“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.”

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

“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.”

Read Case Study

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

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

“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.”

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

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.”

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 we haven’t even thought about.”

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

“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.”

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

“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.”

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.