Helping people fund the lives they want
Dynamic Planner is an award winning, market leading digital financial planning and advice platform.
We help firms match people with suitable solutions through engaging financial planning.
The future of financial advice
The UK’s leading digital financial planning and advice platform
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Market Leading
#1 financial advice platform, serving over 42% of advice firms
Award winning
4x Schroders Best Independent Financial Planning Tool (2020-2023)
Deeply Integrated
26 integrations with valuation and practice management providers
Investment Services
Full holdings from 1,800 solutions, 150 managers. 75 asset classes
Client Profiling
Client Review
Recommendation & Suitability
Cash Flow
Research
Integrations
Investment Services
Digital Client Engagement
“Dynamic Planner’s a great client-facing tool. You can deeply engage the client with their own story and show them a depth of data you simply otherwise couldn’t.”
Will Swain, Chief Operating Officer
Finli Group
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“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 is embedded in our process. It has fundamentally changed what we do.
Malcolm Chambers, Director
T&M Financial Planning
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Will Swain
Finli Group
Large Firms
“Dynamic Planner’s a great client-facing tool. You can deeply engage the client with their own story and show them a depth of data you simply otherwise couldn’t.”
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Paul Young
Quilter Financial Planning
There isn’t a better example than Dynamic Planner of ongoing support and service, in terms of this is how you think of things from the client’s perspective; this is how you package it; and this is how you demonstrate value, all in one place.
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Andy Thompson
Finli Group
Large Firms
Dynamic Planner has led the way on communication with clients, in a way which is engaging and human. Bearing in mind, the financial services industry has spent the last 20 years going in the opposite direction
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Stephen Fryett
Quilter Financial Planning
The priority has to be the experience for the end client, and the experience for the adviser, in terms of useability and efficiency. Align those things successfully and we’re winning, which is the point we’ve now reached with Dynamic Planner.
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Daren Wallbank
Ginkgo Financial, part of Quilter Financial Planning
Client Review
“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.’ ”
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Paul Sweeny
Sweeny Wealth Management
Client Review
Fund Research
Fund Research
“In Dynamic Planner you can quickly focus your list: this is what’s important to the client. You’re not going off-piste and putting filters in which are more useful for you as an adviser. That’s really valuable.”
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Peter Watts
KWL Wealth Management
Client Review
Fund Research
Fund Research
“Dynamic Planner helps us massively. It’s forever growing. It’s brilliant. It does everything we need it to, and sometimes it does things we haven’t even thought about.”
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Howard Tingley
Tingley & Cooper Ltd
Client Review
“The valuation integrations in Dynamic Planner work very well. Instead of logging onto four platforms, you log onto Dynamic Planner once. The process is better.”
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