Our Awards

We have been honoured over the years to be presented with multiple awards for not only our cutting-edge technology, intuitive platform and impact on the financial services industry, but also for our internal commitments to our staff, our communities and the planet.

These accolades are testament to the hard work of all of our teams who make Dynamic Planner what is it, and we will strive to out do ourselves every year.

Multi-award winning financial advice software

At Dynamic Planner we focus on innovation; developing cutting edge software that makes the advice process faster and easier. We’re delighted that this commitment to excellence has been recognised across the industry.

  • Schroders UK Platform Awards –  Leading planning tool provider – 2019-2025
  • Money Marketing Awards – Adviser technology partner of the Year – 2021 & 2024
  • FT Adviser – Technology and software provider of the year
  • FT Adviser – Most improved – technology and software provider of year
  • Professional Adviser Awards – Best technology provider

Going beyond technology

While at its heart Dynamic Planner is a technology firm, we are also dedicated to doing our best for the environment, our community and our staff.

We were recently presented the Scale Up in London- South East award by the BVCA which celebrates businesses who have not only ‘remained competitive and achieved growth, but those who have demonstrated innovation, and fulfilled their sustainability commitment, including DE&I policies and practices.’

Ensuring inclusivity

Our DE&I initiatives are something we are incredibly proud of. Providing an excellent work environment, correct support and training along with a wealth of growth opportunities is incredibly important to us, and being recognised for it is a true privilege. 

2024 – Awarded PIMFA DE&I Awards – Best DE&I initiative – 51-315 employees

Our DE&I statistics 

  • 60% women SLT members
  • 18% non-white ethnicities 
  • 14% represent non-heterosexual identities 
  • 6% have a disability
  • 12% identify as neurodiverse