Login
Dynamic Planner
Willingness to recommend
3.74/5
About the provider
Dynamic Planner is one system for all your financial planning needs, enabling you to match people with suitable portfolios through engaging financial plans. It is an end-to-end, risk-based system, combining intuitive, financial planning technology with a trusted, independent asset risk model.
Founded in 2003, at the heart of Dynamic Planner is an asset risk model, with a 16-year track record of ensuring investment suitability and using more than 2,400 covariance correlations to assess the risk of tens of thousands of investments and client portfolios daily.
Dynamic Planner is a complete and yet flexible system for all your firm’s planning and suitability needs. It uses an independent standard for risk profiling throughout to ensure nothing is ever lost in translation in the planning and advice process.
Dynamic Planner Cash flow combines intuitive technology users love, with an independent asset risk model they trust. Advisers can build cash flow modelling into their firm’s regular client review process, and confidently bring a client’s cash flow plan vividly to life using their financial goals and objectives. Cash flow plans can be produced in minutes, not hours – and for every client, not just a chosen few.
Leave a review
NextWealth analysis
Dynamic Planner cashflow modelling tool doesn't figure on our adviser survey and so we don't have any data on which to base an opinion. As the tool receives reviews on our directory, we will offer a view.
Integrations
Based on 117 reviews
3.4/5
Integrates One Way
Integrates Both Ways
360.net
intelliflo office (intelliflo)
Plum Software (a Morningstar company)
Xplan (Iress)
No integrations available for Cash Management
No integrations available for Client Portal
Royal London
7IM
abrdn Elevate
abrdn Wrap
Aegon
Aegon Platform (formerly Cofunds)
Aegon Retirement Choice (ARC)
Aviva
Aviva Bonds and Pensions
Bordier and Cie [UK]
Cofunds
Fidelity Adviser Solutions
James Hay
Nucleus
Parmenion
Quilter’s Platform
Scottish Widows
Transact
Wealthtime
No integrations available for Research
Dynamic Planner
Reviews
Willingness to recommend
Integrations
Value for money
Service
2-way integration with back office system
Anonymous
October 2023
Willingness to recommend
Integrations
Value for money
Service
No comment left by user
Anonymous
October 2023
Willingness to recommend
Integrations
Value for money
Service
They charge but seem to be making the software worse
Anonymous
October 2023
