The engine room of your firm’s financial planning. Rigorous. Objective. 

Whether whole of market or vertically integrated, trust Dynamic Planner’s institutional quality risk analysis. Your firm’s centralised propositions. Research and recommend retail investments and products. Create solution shortlists, aligned to target markets. Build and manage model portfolios.

Match clients with suitable solutions, aligned to agreed levels of risk and sustainability. Recommend solutions which target risk in accumulation, or which preserve capital in decumulation. Come full circle and in line with regulation, efficiently tie your research to defined target markets.

Investment Research

Complete research your firm can trust. 1,650+ investment solutions and 900+ MPS offerings from discretionary managers risk profiled.

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Sustainable Investing Research

Embed ESG in your firm’s centralised propositions. Access whole of market ESG fund research, matching a client’s portfolio with their preference, assessed by the industry’s first psychometric sustainability questionnaire.

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Product & Platform Research

Quick. Robust. And beautifully intuitive. Put client benefits at the heart of your investment and retirement product research.

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Worth a read…

I love it and we’ve had a number come back from clients. It provides you with a brilliant platform to have those conversations around ESG, which is really positive.
Andrew Watt, Watt Money
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