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Dynamic Planner

Willingness to recommend

3.87/5

Integrations

3.53/5

Value for money

3.75/5

Service

3.75/5
Based on 177 reviews

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About the provider

Dynamic Planner was founded in 2003 and is the UK’s most popular risk profiling and asset allocation investment process. It is 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 provided to all. It supports more than 1,950 daily financial planning sessions, by advisers from more than 1,800 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.

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NextWealth analysis

Dynamic Planner is a risk profiling and asset allocation software provider. Despite hitting a few bumps in the road this year, Dynamic Planner is by far the most used provider of risk profiling tools, used by 30% of financial planners according to NextWealth data. The firm has been busy with integrations - announcing three since the start of the year. Dynamic Planner's contract with Simply Biz expired this year but it does not seem to have dented user numbers. Dynamic Planner has 10x as many users compared with Defaqto (Simply Biz's new risk profiling partner). But Dynamic Planner users rate it only average compared with other risk profiling tools. Among the 114 financial planners that rated Dynamic Planner in a recent NextWealth survey, the risk profiling tool got a score of 7.3 out of 10 compared to an average score of 7.2 for willingness to recommend to colleagues. While average is okay, we suspect it's not good enough for Dynamic Planner boss Ben Goss.

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Integrations

Based on 177 reviews
3.53/5

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Integrates One Way

Integrates Both Ways

Back Office Systems
Cash Management
Cashflow Modelling
Client Portal
Other
Platform
Research

360.net

focus:adviser (Focus Solutions)

intelliflo office (intelliflo)

Plum Software (a Morningstar company)

No integrations available for Cash Management

No integrations available for Cashflow Modelling

No integrations available for Client Portal

Canada Life

Prudential

Royal London

Scottish Widows

Vitality

abrdn Elevate

abrdn Wrap

Advance by Embark

Aegon Platform (formerly Cofunds)

Aegon Retirement Choice (ARC)

Aviva

Aviva Bonds and Pensions

Bordier and Cie [UK]

Fidelity Adviser Solutions

James Hay

Novia

Nucleus

Parmenion

Quilter’s Platform

Transact

No integrations available for Research

Reviews

Willingness to recommend
Integrations
Value for money
Service
Exactly as ticked.
Anonymous May 2022

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Willingness to recommend
Integrations
Value for money
Service
Clear straight forward.
Anonymous May 2022
Willingness to recommend
Integrations
Value for money
Service
Simple to use. Questions integrated to Word.
Anonymous May 2022

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