Dynamic Planner

Head Office

Firm Overview

Dynamic Planner is one system for all your financial planning needs, enabling you to match people with suitable portfolios through engaging financial planning. It is an end-to-end, risk-based system, combining intuitive technology with a trusted, independent asset risk model.

At the heart of Dynamic Planner is an asset risk model, with a 17-year track record of ensuring investment suitability and using more than 2,400 covariance correlations to assess the risk of tens of thousands of investments and client portfolios daily.

Dynamic Planner was founded in 2003 and is today also used by leading asset managers to risk profile, target or manage more than £250bn of investments. Its technology is mobile-friendly, secure, cloud-based and integrated with leading industry CRMs and platforms and providers.

It is a complete and yet flexible system for all your firm’s planning and suitability needs, and it uses an independent standard for risk profiling throughout to ensure nothing is lost in translation in the planning and advice process.

Dynamic Planner was named ‘Adviser Technology Provider of the Year’ at the 2022 Money Marketing Awards, and ‘Leading independent planning tool provider’ at the 2022 Schroders UK Platform Awards.