Financial planning tools


Use your data seamlessly and avoid rekeying across one system integrated with your back office and platforms.
Engage with clients, inviting them into the planning process. Empower them to contribute, when and how it suits them.
Equip your teams to collaborate effectively, efficiently picking up where a colleague has left off.
Demonstrate your firm’s value, through market-leading client profiling; compelling annual reviews; powerful cash flow plans; and suitable recommendations at the touch of a button.
risk profiler

Client Profiling

Discover risk and sustainability profiling in Dynamic Planner. Invite your firm’s clients to join the one million-plus people who have benefitted from the market-leading process. Powerfully engage with your firm’s clients.

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Cash Flow

Add real value for your firm’s clients. Paint a powerful picture of their finances over the course of their life. Align with their portfolio’s risk profile. Invite clients to get involved in a fresh, new way.

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Save time meeting the MiFID II requirement. Demonstrate your firm’s value in the financial planning process with magazine-quality reports. Using compelling analysis and simple language, communicate clearly with clients.

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Recommend new investments, a rebalance, fund switch, contributions and withdrawals. Clearly communicate a recommendation to a client, reiterating the look and language of all your other Dynamic Planner powered reports.

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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
Lee Waters, Barwells Wealth
Barwells Wealth
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