Schedule a free no-obligation demo with a business consultant and experience the full functionality of Dynamic Planner.
[split_line_heading animation_type=”default”]
About Dynamic Planner
[/split_line_heading][divider line_type=”Small Line” line_alignment=”default” line_thickness=”3″ divider_color=”accent-color” custom_height=”20″ custom_line_width=”120″]Dynamic Planner enables advice firms to match people with suitable portfolios through engaging financial plans. Founded in 2003, it is an end-to-end, risk-based system, using a single definition of risk to ensure nothing is lost in translation in the planning and advice process.
[nectar_icon_list animate=”true” color=”Accent-Color” direction=”vertical” icon_size=”medium” icon_style=”border”][nectar_icon_list_item icon_type=”icon” title=”List Item” id=”1634746170467-10″ header=”2003″ text=”Parent company Distribution Technology is born” tab_id=”1634746170468-9″ icon_fontawesome=”fa fa-building”] [/nectar_icon_list_item][nectar_icon_list_item icon_type=”icon” title=”List Item” id=”1634746170491-5″ header=”2004″ text=”Dynamic Planner ‘Classic’ launches. The UK’s first, out of the box, online financial planning system. The Financial Times calls it, ‘A quiet revolution in financial planning’” tab_id=”1634746170491-6″ icon_fontawesome=”fa fa-briefcase”] [/nectar_icon_list_item][nectar_icon_list_item icon_type=”icon” title=”List Item” id=”1634746170498-5″ header=”2005″ text=”Dynamic Planner Asset Risk Model launches” tab_id=”1634746170498-8″ icon_fontawesome=”fa fa-rocket”] [/nectar_icon_list_item][nectar_icon_list_item icon_type=”icon” title=”List Item” id=”1634746170518-5″ header=”2008″ text=”Dynamic Planner ranks 24th in The Sunday Times’ annual Tech Track 100 league table, of UK’s fastest-growing tech firms” tab_id=”1634746170518-0″ icon_fontawesome=”fa fa-line-chart”] [/nectar_icon_list_item][nectar_icon_list_item icon_type=”icon” title=”List Item” id=”1634746170526-2″ header=”2009″ text=”Dynamic Planner wins prestigious Deloitte Fast 50, which annually ranks the UK’s fastest-growing tech firms” tab_id=”1634746170527-9″ icon_fontawesome=”fa fa-trophy”] [/nectar_icon_list_item][nectar_icon_list_item icon_type=”icon” title=”List Item” id=”1634746170547-10″ header=”2011″ text=”- Dynamic Planner Risk Profiling service launches, rating funds on 1-10 risk scale
– Dynamic Planner 2.0 ‘Enterprise’ launches” tab_id=”1634746170547-4″ icon_fontawesome=”fa fa-dot-circle-o”] [/nectar_icon_list_item][nectar_icon_list_item icon_type=”icon” title=”List Item” id=”1634746170570-8″ header=”2013″ text=”The first client is risk profiled in Dynamic Planner following the Retail Distribution Review ” tab_id=”1634746170571-5″ icon_fontawesome=”fa fa-users”] [/nectar_icon_list_item][nectar_icon_list_item icon_type=”icon” title=”List Item” id=”1634746170587-10″ header=”2014″ text=”- Dynamic Planner named ‘Best Risk Profiling Tool’ at WealthBriefing European Awards
– Dynamic Planner named ‘Leading Integrated Planning Tool Provider’ at Schroders UK Platform Awards” tab_id=”1634746170588-8″ icon_fontawesome=”fa fa-trophy”] [/nectar_icon_list_item][nectar_icon_list_item icon_type=”icon” title=”List Item” id=”1634746170598-8″ header=”2015″ text=”Dynamic Planner Risk Target Managed service launches, an industry first for an independent provider” tab_id=”1634746170598-6″ icon_fontawesome=”fa fa-bullseye”] [/nectar_icon_list_item][nectar_icon_list_item icon_type=”icon” title=”List Item” id=”1634746170611-1″ header=”2016″ text=”Number of funds risk profiled in Dynamic Planner passes 1,000, from 100+ asset managers” tab_id=”1634746170612-6″ icon_fontawesome=”fa fa-signal”] [/nectar_icon_list_item][nectar_icon_list_item icon_type=”icon” title=”List Item” id=”1634746170639-8″ header=”2018″ text=”- New Dynamic Planner Attitude to Risk questionnaire launches, co-authored by Henley Business School
– The one millionth client in Dynamic Planner is risk profiled post-RDR” tab_id=”1634746170639-3″ icon_fontawesome=”fa fa-users”] [/nectar_icon_list_item][nectar_icon_list_item icon_type=”icon” title=”List Item” id=”1634746476497-8″ tab_id=”1634746476498-0″ icon_fontawesome=”fa fa-bullhorn” header=”2019″ text=”- £5m, 2yr rebuild of Dynamic Planner announced
– Dynamic Planner Client Review launches, first part of Dynamic Planner 3.0 ‘Elements’
– Dynamic Planner – MSCI risk-targeted, multi-asset indexes launch, benchmarking portfolio performance “][/nectar_icon_list_item][nectar_icon_list_item icon_type=”icon” title=”List Item” id=”1634746549738-9″ tab_id=”1634746549739-9″ icon_fontawesome=”fa fa-rocket” header=”2020″ text=”- Dynamic Planner Risk Managed Decumulation service launches
– New Dynamic Planner Cash Flow planning launches
– Dynamic Planner named ‘Leading independent planning tool provider’ at 2020 Schroders UK Platform Awards”][/nectar_icon_list_item][nectar_icon_list_item icon_type=”icon” title=”List Item” id=”1634746615717-0″ tab_id=”1634746615718-5″ icon_fontawesome=”fa fa-trophy” header=”2021″ text=”- MSCI ESG fund research available in Dynamic Planner
– Dynamic Planner 2.0 ‘Enterprise’ launches” tab_id=”1634746170547-4″ icon_fontawesome=”fa fa-dot-circle-o”] [/nectar_icon_list_item][nectar_icon_list_item icon_type=”icon” title=”List Item” id=”1634746170570-8″ header=”2013″ text=”The first client is risk profiled in Dynamic Planner following the Retail Distribution Review ” tab_id=”1634746170571-5″ icon_fontawesome=”fa fa-users”] [/nectar_icon_list_item][nectar_icon_list_item icon_type=”icon” title=”List Item” id=”1634746170587-10″ header=”2014″ text=”- Dynamic Planner named ‘Best Risk Profiling Tool’ at WealthBriefing European Awards
– Dynamic Planner named ‘Leading Integrated Planning Tool Provider’ at Schroders UK Platform Awards” tab_id=”1634746170588-8″ icon_fontawesome=”fa fa-trophy”] [/nectar_icon_list_item][nectar_icon_list_item icon_type=”icon” title=”List Item” id=”1634746170598-8″ header=”2015″ text=”Dynamic Planner Risk Target Managed service launches, an industry first for an independent provider” tab_id=”1634746170598-6″ icon_fontawesome=”fa fa-bullseye”] [/nectar_icon_list_item][nectar_icon_list_item icon_type=”icon” title=”List Item” id=”1634746170611-1″ header=”2016″ text=”Number of funds risk profiled in Dynamic Planner passes 1,000, from 100+ asset managers” tab_id=”1634746170612-6″ icon_fontawesome=”fa fa-signal”] [/nectar_icon_list_item][nectar_icon_list_item icon_type=”icon” title=”List Item” id=”1634746170639-8″ header=”2018″ text=”- New Dynamic Planner Attitude to Risk questionnaire launches, co-authored by Henley Business School
– The one millionth client in Dynamic Planner is risk profiled post-RDR” tab_id=”1634746170639-3″ icon_fontawesome=”fa fa-users”] [/nectar_icon_list_item][nectar_icon_list_item icon_type=”icon” title=”List Item” id=”1634746476497-8″ tab_id=”1634746476498-0″ icon_fontawesome=”fa fa-bullhorn” header=”2019″ text=”- £5m, 2yr rebuild of Dynamic Planner announced
– Dynamic Planner Client Review launches, first part of Dynamic Planner 3.0 ‘Elements’
– Dynamic Planner – MSCI risk-targeted, multi-asset indexes launch, benchmarking portfolio performance “][/nectar_icon_list_item][nectar_icon_list_item icon_type=”icon” title=”List Item” id=”1634746549738-9″ tab_id=”1634746549739-9″ icon_fontawesome=”fa fa-rocket” header=”2020″ text=”- Dynamic Planner Risk Managed Decumulation service launches
– New Dynamic Planner Cash Flow planning launches
– Dynamic Planner named ‘Leading independent planning tool provider’ at 2020 Schroders UK Platform Awards”][/nectar_icon_list_item][nectar_icon_list_item icon_type=”icon” title=”List Item” id=”1634746615717-0″ tab_id=”1634746615718-5″ icon_fontawesome=”fa fa-trophy” header=”2021″ text=”- MSCI ESG fund research available in Dynamic Planner
– Dynamic Planner psychometric Sustainability questionnaire launches, an industry first
– Dynamic Planner achieves ‘Carbon Neutral Organisation’ status with the Carbon Footprint Standard
– Dynamic Planner named ‘Leading independent planning tool provider’ at 2021 Schroders UK Platform Awards
– Dynamic Planner named ‘Adviser Technology Provider of the Year’ at Money Marketing Awards 2021″][/nectar_icon_list_item][/nectar_icon_list]
Dynamic Planner Vision and Values
[divider line_type=”No Line” custom_height=”60″][nectar_btn size=”large” button_style=”see-through” button_color_2=”Accent-Color” color_override=”#a51a46″ icon_family=”default_arrow” url=”https://dynamicplanneroldwebsiteback.kinsta.cloud/vision/” text=”Vision and Values”]Want to see what Dynamic Planner can do for you?
[nectar_btn size=”large” button_style=”regular” button_color_2=”Accent-Color” icon_family=”default_arrow” url=”https://dynamicplanneroldwebsiteback.kinsta.cloud/demo/” text=”Request Demo” margin_top=”20″]
