11th Annual Conference

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The Power of Now

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22 Bishopsgate, London  |  7 Feb 2023

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Dynamic Planner is the one financial planning system you need to ensure investment suitability, increase efficiency and demonstrate value to your clients. Click on the hexagons to find out more.

Client Profiling Review Cash Flow Research
Client Profiling Review Cash Flow Research

The Dynamic Planner Conference

Join us in London on 7 February 2023, a packed, CPD agenda with collaboration and networking at its heart, following three years since our last face-to-face conference.

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What are our clients saying?

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Easy to use

[divider line_type=”No Line” custom_height=”10″][nectar_single_testimonial testimonial_style=”basic” image=”9788″ name=”David Mills” quote=”I have been able to intuitively use Dynamic Planner. It’s easy – certainly the easiest cash flow modelling tool I’ve used.” subtitle=”Ridgeways Financial Planning”]

Read the full case study

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Streamlined processes

[divider line_type=”No Line” custom_height=”10″][nectar_single_testimonial testimonial_style=”basic” image=”131″ quote=”All the financial planning tools we need today, in IFA terms, are in Dynamic Planner. We have been able to stop using other tools we don’t need.” name=”Kevin Walsh” subtitle=”Home & Finance Ltd”]

Read the full case study

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Hybrid financial planning

[divider line_type=”No Line” custom_height=”10″][nectar_single_testimonial testimonial_style=”basic” image=”9808″ quote=”For the world we now live in – analysis, regulation and remote meetings – the way Dynamic Planner is built is brilliant.” name=”Gordon Crothers” subtitle=”Attain Wealth Management”]

Read the full case study

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Streamlined processes

[divider line_type=”No Line” custom_height=”10″][nectar_single_testimonial testimonial_style=”basic” image=”9675″ quote=”Through Dynamic Planner, we’ve been able to turn off three to four pieces of software we were using, saving between £200 and £250 per month.” name=”Simon Drake” subtitle=”Bainlye Drake Wealth”]

Read the full case study

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Hybrid financial planning

[divider line_type=”No Line” custom_height=”10″][nectar_single_testimonial testimonial_style=”basic” image=”8490″ quote=”Dynamic Planner is an incredible system. Had we not adopted it, it would have been a nightmare trying to work through Covid.” name=”Nick Ryan” subtitle=”Yellow Bear Financial Consultancy”]

Read the full case study

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Value for the client

[divider line_type=”No Line” custom_height=”10″][nectar_single_testimonial testimonial_style=”basic” image=”9574″ quote=”Dynamic Planner’s Client Review has changed everything for me. It’s just brilliant. The whole process becomes much more interactive with the client.” name=”Louise Jones” subtitle=”Ivor Jones and Co”]

Read the full case study

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Demonstrate value and increase efficiency with Dynamic Planner

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Suitability

Be confident that you are ensuring investment suitability for your clients through engaging financial plans

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Efficiency

Dynamic Planner takes what can be hours of work for an investment review and reduces it to less than 45 minutes. Easy to onboard and use.

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Value

Insightful reporting in Dynamic Planner helps firms grow client relationships and provide greater value.

Get in touch

Not a Dynamic Planner user? We’d love to talk to you about how our end-to-end financial planning process can help your firm, and how we make implementation and onboarding a breeze.

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A multi-award-winning service with an 19-year track record of success

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£250bn+

Risk profiled each quarter

1,600+

Risk Profiled Investments

1m

Customers serviced since RDR

49

Asset Class Model

24

Back office, platform integrations

19

Year Track Record

Featured News

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Our awards

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Featured Press
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