Dynamic Planner
HQ Address
FORA, Thames Tower, Station Road, Reading, Berkshire, RG1 1LX, United Kingdom
Website Address
Business introduction
Matching people with suitable solutions, through engaging financial planning
So people can fund the life they want
Dynamic Planner enables wealth and financial planning firms to match people with suitable investment solutions through engaging financial planning. So that people can fund the life they want.
It is a risk-based system, combining intuitive, cloud-based technology with an independent asset risk model. It is today adopted by 2,300+ advice firms, close to 7,000 users, and is integrated with leading industry CRMs, and platforms and providers.
Dynamic Planner was founded in 2003 and is used by leading asset managers to risk profile, target or manage more than £211 billion of investments. It uses an independent standard for risk profiling throughout, to ensure nothing is lost in translation in the planning and advice process.
In 2023, on its 20th anniversary, Dynamic Planner was named ‘Leading Planning Tool Provider’ at the UK Platform Awards – and ‘Best Technology Provider’ at the Professional Adviser Awards.
Dynamic Planner Solutions
Dynamic Planner®
Dynamic Planner is a provider of market-leading wealth and financial planning technology, driving growth across vertically integrated and consolidated groups, networks and individual firms. It enables the delivery of: Scale – Anchored by Dynamic Planner, the biggest industry names have reported eye-catching results. Control – Drive conversion. Control the flow of client......
