Dynamic Planner, the UK’s most popular Risk Profiling and Asset Allocation Investment Process
Dynamic Planner is a multi-award-winning service helping you ensure investment suitability initially and on an ongoing basis. It is used by thousands of advisers and paraplanners – from large networks and nationals to high quality regional and local firms and private client management firms up and down the country. A growing number of firms use Dynamic Planner internationally too.
• Risk Profiling
• Portfolio Review
• Asset Allocation
• Cashflow Planning
• Research and Recommendations
• Client Reports
• Digital Advice
Demonstrate the value you and your firm provide
• Increasing the likelihood of good risk-adjusted returns through a tried and tested investment process and the market’s widest range of risk profiled and risk-targeted investments
• High-quality client-facing reports generated at the touch of a button – helping you demonstrate your value in good markets and bad
• Branded white label apps that support the delivery of your professional service digitally while keeping you and your firm at the centre of the relationship
Join over 6,500 Financial Advisers ensuring suitability, efficiency and demonstrating value with Dynamic Planner. Request a Demo today and transform your investment process.
Tools and Resources
Risk Profiling App for Apple iPhone and iPad, providing secure access to your client data on the move and has access to the full spectrum of risk-profiled funds. More info
Tim Harvey of HR Independent explains how his firm utilises the Dynamic Planner Investment process, from initial questionnaire to fund selection. Read more
Milton Gordon of Milton Gordon and Co explains how Dynamic Planner adds value by ensuring suitability and efficiency in designing portfolios. Read more
Jackie Mills from Chase Buckingham explains how her firm uses the Dynamic Planner attitude to risk questionnaire and risk profile ratings. Read more
Lee Waters from Barwells Wealth discusses how he utilises Dynamic Planner in client facing meetings to produce real-time outcomes and questions. Read more
|24 January 2019||Dynamic Planner Annual Conference 2019 Manchester - Transform The Way Clients See You|
|6 February 2019||Dynamic Planner Annual Conference 2019 London - Transform The Way Clients See You|
Dynamic Planner Strikes Deal With threesixty
Dec 12, 2018
The collaboration will allow threesixty clients who adopt Dynamic Planner to seamlessly access the threesixty approved suitability letters. In addition, where registered, they will also be able to select from threesixty approved funds list, alongside the whole of market investments advisers can select from in Dynamic Planner. more...
Dynamic Planner: Time to Rebalance Traditional Multi-Asset Foundation
Dec 12, 2018
Investment in Physical Property has been a cornerstone for multi-asset solutions. However, investing in Physical Property through investments funds, which provide daily liquidity can cause liquidity mismatches. more...
Dynamic Planner: Definition of Risk Must be the Same from Investor to Investment, no Matter What Your Tool
Nov 29, 2018
The fundamental definition of risk being lost in translation in the investment process remains very real following this month’s Money Marketing survey results. more...
Dynamic Planner puts Institutional Level Asset Analysis at Fingertips of Advice Firms
Nov 26, 2018
Dynamic Planner, the UK's preferred digital risk profiling and asset allocation investment service, has extended access to a level of precision and detail across 49 asset classes that has until now only been used by Dynamic Planner's Asset and Risk Modelling team (ARM). more...
Dynamic Planner: Why recommend Risk Target Managed investments for clients?
Nov 26, 2018
Demand for Risk Target Managed (RTM) solutions was driven originally by the then FSA’s ‘Assessing Suitability’ paper published in March 2011. This set a key expectation that when your clients are risk profiled, the investment recommendation is profiled on a consistent basis, both at the time of initial advice and as part of your ongoing service. more...