Dynamic Planner

One system for all your financial planning needs

This year, financial planning system Dynamic Planner turns 20. Its mission has always remained unchanged: matching people with suitable portfolios through engaging financial planning. During those two decades, it has consistently driven good client outcomes and since 2018, it has been rebuilt post-MiFID, to place clients at the heart of everything you do.

As a result, Dynamic Planner users are perfectly positioned to confidently meet challenges set by the Consumer Duty. You can join them and adopt Dynamic Planner as an expert partner in your business, with a track record you can trust.

Across the advice process, Dynamic Planner has a single definition of risk, avoiding what the FCA has described as ‘miscalibration’, when businesses adopt multiple pieces of technology alongside multiple definitions of risk.

In Dynamic Planner, everything aligns, from profiling a client; reviewing their investments; building a cash flow plan; completing research; and making a recommendation.

In 2020, 2021 and in 2022, Dynamic Planner was named ‘Leading independent planning tool’ at the Schroders UK Platform Awards. In this, the year of Consumer Duty, it powerfully enables you to deliver value for your clients, and for your business.

What can I do in Dynamic Planner?

Advise – Behavioural science-based risk and sustainability client profiling. Engaging client reviews and recommendations. And risk-based cash flow plans.

Research – Whole of market research of 1,700+ risk profiled multi- and single asset solutions, including 950+ model portfolio services from discretionary fund managers. Build your own model portfolios. Complete whole of market product and platform research.

Tailor – Customise Dynamic Planner aligned to your processes and propositions. Integrate it with your CRM, including intelliflo office and Iress Xplan, and 20+ platforms and providers. 

Get in touch with Dynamic Planner

Not currently a Dynamic Planner user? Have an informal conversation. Find out how it can help you and your firm. Email the Dynamic Planner Business Development team at [email protected]. Call them on 0333 6000 500 [Option 2]. Or leave your details at dynamicplanner.com/demo and a Consultant will be in touch.

Already a Dynamic Planner user? Reach out to your Account Manager. Or email the Client Success team at [email protected] or call them on 0333 6000 500 [Option 1].