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 potential vulnerability. Dynamic Planner’s financial wellbeing questionnaire gives them the opportunity, in the comfort of their own homes, to answer those questions… things you didn’t necessarily know about a client.

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Client Profiling
Fund Research

Dynamic Planner plays an integral part in that process and when we were first looking at the design and make-up of that process Dynamic Planner came out ahead of other services, because of the combination of things it offers

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Chase Buckingham

Client Profiling

Because it is recognised so widely within the industry, we know that by using Dynamic Planner’s attitude to risk questionnaire we are asking all the right questions; we know we are not missing anything

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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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Cadence Financial Solutions Ltd

Client Profiling

The reports you can produce look very professional and the system helps make our advice process both robust and efficient. I would certainly recommend Dynamic Planner.

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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

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

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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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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

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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

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.

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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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Review case studies

Swan Financial Services

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

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Clearway Financial Solutions

Client Profiling
Client Review

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

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Dynamic Planner’s Client Review provides a clear, compliant structure for meetings. It drives your review meetings and makes it a lot easier to record them.

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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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Marshwood Financial Services

The reports themselves have been received well, clients like them. They make it so much easier to illustrate the thought process and research behind fund selection.

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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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Lifetime Connect

When we previously did a client review it was taking us between five and six hours per client. Now, using Dynamic Planner, it takes us 45 minutes.

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I like the way the report itself is presented. It’s customer-friendly and it guides the client nicely through the whole review process

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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

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.

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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

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.

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Investment Fund Research case studies

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.

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Client Profiling
Fund Research

Dynamic Planner plays an integral part in that process and when we were first looking at the design and make-up of that process Dynamic Planner came out ahead of other services, because of the combination of things it offers

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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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Ivor Jones and Co

Dynamic Planner makes life more simple, in short. It means we don’t have to complete lots and lots of fund research because Dynamic Planner has already done it for us

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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

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.

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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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