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Dynamic Planner
Willingness to recommend
3.82/5
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.
Integrations
Based on 221 reviews
3.46/5
Integrates One Way
Integrates Both Ways
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
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Aviva Bonds and Pensions
Bordier and Cie [UK]
Fidelity Adviser Solutions
James Hay
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No integrations available for Research
Reviews
Willingness to recommend
Integrations
Value for money
Service
Expensive for what we use
Anonymous
October 2023
Willingness to recommend
Integrations
Value for money
Service
does the job.
Anonymous
October 2023
Willingness to recommend
Integrations
Value for money
Service
No comment left by user
Anonymous
October 2023
