Evolve with Dynamic Planner

Dynamic Planner today enables a buoyant and growing community of thousands of financial planning professionals to operate successfully at scale. Evolve quickly, with rapid results. Evolve confidently, with consistent client outcomes. Evolve compliantly, with clear oversight of your business. Evolve safely, with institutional-quality investment suitability. Scale profitably, with improved client asset conversion. Evolve for tomorrow, with greater digital engagement.

01 Scale

Underpinned by Dynamic Planner, the biggest industry names have reported eye-catching results when it comes to developing scale.

02 Control

Drive conversion and control the flow of client assets.

03 Productivity

Proven to deliver up to 275% in productivity gains by streamlining the wealth and financial planning process.

04 Oversight

Deliver board level and regulatory oversight across wealth and financial planning businesses.

05 Suitability

Evidence suitability in a single system. Avoid risk miscalibration and unsuitable investment recommendations.

06 Engagement

Reduce attrition with engaging financial planning via first-class digital
experiences.

Suitability

Ensure investment suitability for your firm’s clients – through Dynamic Planner’s single definition of risk.

Efficiency

Work powerfully in one system. Reduce tasks which previously may have taken hours, to minutes.

Demonstrate Value

Add value for your clients. Communicate clearly, insightfully and through new, digital touchpoints.

Our Awards

digital financial planning tools

Leading Planning Tool Provider

2023 Schroders UK Platform Awards
digital financial planning tools

Best Technology Provider

2023 Professional Adviser Awards
digital financial planning tools

Best Research Software

2023 Professional Paraplanner Provider Awards ‘Highly commended’
digital financial planning tools

Leading Investment Research, Ratings and Data Provider

2023 Schroders UK Platform Awards Runner up
digital financial planning tools

Best Wealth Planning & Financial Advice Application

2023 Systems In The City Fintech Awards
digital financial planning tools

Adviser Technology Provider

2022 Money Marketing Awards