Discover Dynamic Planner Profiling

Gather client data the lighter way and soar with our Profiling licence.

Launch price offer

£60

/ month / licence

£80 / month / licence

Save 25% if purchased before 31 August 2026, £80 / month / licence after 12 months*

Start client discovery with less admin

Designed for firms who want a sharp and focused approach to client profiling, this licence gives you the tools to deliver meaningful client conversations without the drag. It’s a great way to get started with Dynamic Planner.

Sign up today to unlock:

Client Profiling
The gold standard, trusted by over 2 million UK investors. Built on market-leading questionnaires developed with Henley Business School, our risk profiling helps every client journey run smoothly.
Dedicated portal
Clients complete their profiling remotely, at their own pace. Everything lands in Dynamic Planner, ready to use. No rekeying. No paper forms. Just a clean run-up to the first real conversation.
Integrations
Say goodbye to tech sprawl. Client data feeds directly into Dynamic Planner, keeping client records complete and your workflow on course.
Email only support for any queries
A dedicated support team on the ground to help with any questions and ensure you get the best from the platform.
Access to Dynamic Planner Navigator
Our dedicated learning platform, Navigator helps your team get up to speed with Dynamic Planner quickly and easily.

Don’t miss out on our introductory offer of 25% off the standard licence price.

*New customers: £60 per licence per month for the first 12 months for purchases between 18 May and 31 August 2026. £80 per licence per month thereafter.

View all pricing options

Faster profiling processes

Data collection methods that are built for speed, accuracy and efficiency.

Richer risk assessment

Gold-standard profiling tools uncover how your customers really feel about risk.

Deliver digital experiences

Provide a seamless experience that clients love, using our digital advice platform.

Lock in a 25% discount

Sign up for a Dynamic Planner Profiling licence today and take advantage of our introductory offer at £60 per licence, per month.

Registration Process

After you provide your details and set up your Direct Debit, a member of our team will review your application. We check each one personally to make sure you get the right type of licence for your firm. We’ll be in touch within one business day to complete your set-up and activate your licence, so you can start gaining value from Dynamic Planner as soon as possible.

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FAQs

What information do I need to complete the form?

We wanted to keep things simple, you’ll only need:

First and last name
Job title
Contact details
Company details, including Firm Reference Number and Company number

What if I don’t have all the required user information yet – can I submit it later?

Yes, absolutely.

You don’t need everyone’s details upfront. Simply select ‘I would like to add additional user details later’ when checking out, and a link will be sent in your order confirmation email to fill in the rest at a later date.

What should I do if I want to purchase 10 or more licenses?

We’re thrilled you’d like to buy 10 or more licences. To make sure you’re getting the right package, please reach out to support@dynamicplanner.com and one of our representatives will be able to help complete the purchase.

I’m already a Dynamic Planner customer – can I still use this form?

Already a Dynamic Planner user? Contact our support team at support@dynamicplanner.com and they’ll help find the solution that’s right for you.