The future of financial advice

Dynamic Planner is the UK’s leading financial planning and advice platform. We help firms like yours match people with suitable solutions through engaging financial planning.

We work closely with Quilter to help more than 1,400 of its members, from 220 businesses, scale their advice process and drive ongoing value for their clients. Through our platform, that growing community of users are producing market-leading reports for client reviews in less than 20 minutes. And cash flow planning reports in under half an hour.

They’re integrating Dynamic Planner with their back office, including Iress Xplan and intelliflo office. And they’re tailoring reports to comprehensively demonstrate their ongoing value ahead of a review meeting – before concisely communicating with clients with a shortened ‘Review Outcome’ document afterwards.

Would you like to find out more? Scroll down to hear from 2 Quilter advisers who have already begun unlocking the powerful benefits for their business. Plus, click on example pre-review, review outcome and cash flow planning reports you can create for a client. And see how they compare to your current documentation.

Happy to begin onboarding our platform now? Complete a short application form and we’ll be in touch.

Or would you prefer to have a chat first? Email our Customer Success team at support@dynamicplanner.com and we look forward to speaking with you.

“I recommend Dynamic Planner to everyone. It’s one of the first things I ask, ‘Are you using it yet? If you’re not, change your life, because it will.’ ”

Daren Wallbank, Chartered Financial Planner

Ginkgo Financial, part of Quilter Financial Planning

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“Dynamic Planner halves the time for you to do a cash flow, because the information is there from a review. You can get something out to a client in half an hour. That’s real-time advice. I like that.”

Paul Swan, Financial Adviser

Swan Financial Services, part of Quilter Financial Planning

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Pre-Review Report

Comprehensively report to a client at their annual review. Are they on track? How has the value of their portfolio changed? How is their money invested? What are the next steps?

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Review Outcome Report

Report concisely to a client following their annual review. Include, ‘Your progress at a glance’, ‘Are you on track to meet your objectives?’, and ‘Next steps’.

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Cash flow

Report to a client their cash flow plan you have created for them. What’s their current position? How long will their portfolio last? Plus, include different scenarios you and your client have discussed. What’s the impact of decisions they’re weighing up?

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Guide

An overview of our platform for you. In what ways can it benefit your firm and clients? Read summaries of main processes and start to see the value you can add to your business by adopting it.

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