Dynamic Planner Snapshot
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At Dynamic Planner our PURPOSE is to help advice firms match people with suitable portfolios through engaging financial planning. Doing this well helps people fund the things that are important to them in life. Our vision is to ultimately support over half the UK's advised investors by 2025 and be making good in roads in Europe too.
Dynamic Planner was founded in 2003 and is the UK’s most popular risk profiling and asset allocation investment process. It is today used by thousands of advisers and helps them ensure investment suitability, increase efficiency and demonstrate value to their clients.
Dynamic Planner’s vision is to help advisers’ clients achieve their goals through suitable investments and advice for all. It supports more than 2,100 daily financial planning sessions, by advisers from more than 1,900 firms, ensuring nothing is lost in translation between risk profiling clients, building risk-based financial plans, creating an asset allocation-based investment strategy and recommending suitable investments.
Dynamic Planner helps advisers build investment propositions on whole of market research, while providing access to more than 1,300 funds risk profiled each quarter from more than 120 asset managers.
Dynamic Planner’s vision is to help advisers’ clients achieve their goals through suitable investments and advice for all. It supports more than 2,100 daily financial planning sessions, by advisers from more than 1,900 firms, ensuring nothing is lost in translation between risk profiling clients, building risk-based financial plans, creating an asset allocation-based investment strategy and recommending suitable investments.
Dynamic Planner helps advisers build investment propositions on whole of market research, while providing access to more than 1,300 funds risk profiled each quarter from more than 120 asset managers.
