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
Webinar: Save time with new, two-way Dynamic Planner – iO integration
Apr 11, 2019
You can watch a demonstration of the new two-way integration between Dynamic Planner and Intelligent Office iO on Wednesday 17 April 10am. In it, you will learn how to import a client’s details from iO, risk profile a client in Dynamic Planner and make recommendations for an existing portfolio – all the time ensuring the client’s details in Dynamic Planner and iO remain seamlessly in sync. more...
New Dynamic Planner and Intelligent Office Integration is Live
Jan 29, 2019
The new Dynamic Planner iO integration provides you with a seamless journey, removing manual exporting and importing steps from the process. It is available now in the iO store. more...
Dynamic Planner: Enrich your Fund Research with Improved Fund Performance Charting
Jan 29, 2019
The new fund performance tool allows you to compare up to 10 funds at a time for a selected time period. Past performance figures are provided for historic period, and the chart and the data can be exported to a simple, professional report. more...
Dynamic Planner: First Annual Conference in Manchester Wows Audience
Jan 28, 2019
Our first ever Annual Conference in Manchester proved to be a fantastic occasion at the award-winning Manchester Central. The day was supported brilliantly by a great audience of financial services professionals. more...
Dynamic Planner Announces £5m Tech Investment with Launch of Dynamic Planner Elements
Jan 28, 2019
Dynamic Planner, the UKís preferred digital risk profiling and asset allocation-led investment service announces a three year, £5m technology investment into the next generation of Dynamic Planner. more...