Dynamic Planner is the UK’s leading organisation for risk-based financial planning technology. Our mission is to help firms match people to suitable portfolios through engaging financial planning. In these brochures, we cover the full end-to-end Dynamic Planner system, and also focus on the importance of accurately profiling a client for risk and sustainability preferences.

We highlight how our research on risk appetite and investment drivers across mainland Europe has shown that client profiling can be the foundation of a financial planning process that deepens relationships and demonstrates real value.

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