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Home Suitability Profiling Dynamic Planner

Willingness to recommend

3.78/5

Based on 176 reviews

Dynamic Planner

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Value for money

3.8/5

Support

3.85/5

Integrations

3.68/5

Based on 59 reviews

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.

NextWealth view

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

3.68/5
Based on 59 reviews
Cash Management
Cashflow Modelling
Client Portal
Other
Platform
Practice Management System
Research

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

Advance by Embark

Aegon Platform (formerly Cofunds)

Aegon Retirement Choice (ARC)

Aviva

Aviva Bonds and Pensions

Bordier and Cie [UK]

FundsNetwork

James Hay

Novia

Nucleus

Old Mutual Wealth

Parmenion

Standard Life Elevate

Standard Life Wrap

Transact

Vitality

360.net

focus:adviser (Focus Solutions)

Intelligent Office (Intelliflo)

Plum Software (Praemium)

No integrations available for Research

Legend:

Integrates One Way

Integrates Both Ways

Reviews

Leave a review for Dynamic Planner
4/5
Willingness to recommend
3/5
Integrations
4/5
Value for money
4/5
Service
No comment left by user
Anonymous March 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
3/5
Service
easy to use
Anonymous March 2020
5/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
Does what is says on the tin easy to use
Anonymous March 2020
4/5
Willingness to recommend
5/5
Integrations
3/5
Value for money
5/5
Service
Its OK
Anonymous March 2020
4/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
3/5
Service
"We only use limited elements of DP
Anonymous March 2020
3/5
Willingness to recommend
3/5
Integrations
4/5
Value for money
3/5
Service
It's ok nothing special
Anonymous March 2020
5/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
"The best I've seen to date
Anonymous March 2020
5/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
good experience
Anonymous March 2020
5/5
Willingness to recommend
4/5
Integrations
5/5
Value for money
5/5
Service
"Behavioural modelling
Anonymous March 2020
4/5
Willingness to recommend
5/5
Integrations
4/5
Value for money
4/5
Service
Very good
Anonymous March 2020
4/5
Willingness to recommend
3/5
Integrations
4/5
Value for money
3/5
Service
Because it is a good system
Anonymous March 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
Easy to use with good client-facing reports.
Anonymous March 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
No comment left by user
Anonymous March 2020
5/5
Willingness to recommend
3/5
Integrations
5/5
Value for money
5/5
Service
Ease of use and reports generated by using it
Anonymous March 2020
3/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
3/5
Service
It's not that easy to use.
Anonymous March 2020
3/5
Willingness to recommend
2/5
Integrations
3/5
Value for money
3/5
Service
not much choice
Anonymous March 2020
5/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
5/5
Service
it works well
Anonymous March 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
Easy to use and understand
Anonymous March 2020
3/5
Willingness to recommend
3/5
Integrations
2/5
Value for money
3/5
Service
They are ok
Anonymous March 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
5/5
Service
Market leaders in our opinion
Anonymous March 2020
3/5
Willingness to recommend
3/5
Integrations
5/5
Value for money
3/5
Service
Its free
Anonymous March 2020
3/5
Willingness to recommend
2/5
Integrations
5/5
Value for money
2/5
Service
Its free
Anonymous March 2020
5/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
5/5
Service
Excellent system
Anonymous March 2020
3/5
Willingness to recommend
3/5
Integrations
4/5
Value for money
2/5
Service
it is new to us so need to evaluate
Anonymous March 2020
4/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
3/5
Service
effective
Anonymous March 2020
3/5
Willingness to recommend
4/5
Integrations
3/5
Value for money
4/5
Service
recent adopter. don't find it that intuitive
Anonymous March 2020
4/5
Willingness to recommend
4/5
Integrations
3/5
Value for money
3/5
Service
No comment left by user
Anonymous March 2020
4/5
Willingness to recommend
3/5
Integrations
4/5
Value for money
4/5
Service
Provides good risk modelling and has output that can be used directly with clients
Anonymous March 2020
5/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
5/5
Service
It works!
Anonymous March 2020
5/5
Willingness to recommend
4/5
Integrations
5/5
Value for money
5/5
Service
Great risk tool with ability to create bespoke reports for reviews as well
Anonymous March 2020
3/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
3/5
Service
reasonable but needs expanded
Anonymous March 2020
4/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
5/5
Service
Good robust system - consistent
Anonymous March 2020
3/5
Willingness to recommend
3/5
Integrations
2/5
Value for money
4/5
Service
brand new users
Anonymous March 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
We are getting to grips with changes to their systems and reports
Anonymous March 2020
4/5
Willingness to recommend
4/5
Integrations
3/5
Value for money
4/5
Service
good system
Anonymous March 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
We are getting to grips with DT upgraded proposition - once we learn how to use it better it will help us immensely
Anonymous March 2020
5/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
interactive
Anonymous March 2020
5/5
Willingness to recommend
5/5
Integrations
4/5
Value for money
5/5
Service
Very good and always updating
Anonymous March 2020
4/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
3/5
Service
Seems to integrate with most systems
Anonymous March 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
generally pretty good
Anonymous March 2020
5/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
5/5
Service
Excellent tool and client friendly
Anonymous March 2020
5/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
Simple system
Anonymous March 2020
4/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
4/5
Service
useful tool
Anonymous March 2020
3/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
3/5
Service
No comment left by user
Anonymous March 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
Easy for clients to understand
Anonymous March 2020
5/5
Willingness to recommend
5/5
Integrations
4/5
Value for money
5/5
Service
"Market Leader
Anonymous March 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
I am likely to recommend
Anonymous March 2020
4/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
3/5
Service
happy with product
Anonymous March 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
Experience of using it over 8 years
Anonymous March 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
Works well for us
Anonymous March 2020
3/5
Willingness to recommend
3/5
Integrations
2/5
Value for money
4/5
Service
Not as well put together as it should be. Investment reporting very average.
Anonymous March 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
"3 areas of risk profile covered
Anonymous March 2020
3/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
3/5
Service
It's pretty complicated but it's the one recommended by my Network.
Anonymous March 2020
5/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
5/5
Service
it works well and is compliant
Anonymous March 2020
4/5
Willingness to recommend
5/5
Integrations
4/5
Value for money
4/5
Service
"Only just starting using it
Anonymous March 2020
4/5
Willingness to recommend
3/5
Integrations
4/5
Value for money
4/5
Service
A bit complicated
Anonymous March 2020
3/5
Willingness to recommend
2/5
Integrations
3/5
Value for money
2/5
Service
It?s ok
Anonymous March 2020
4/5
Willingness to recommend
3/5
Integrations
4/5
Value for money
3/5
Service
Good all round product
Anonymous March 2020
4/5
Willingness to recommend
3/5
Integrations
4/5
Value for money
4/5
Service
No comment left by user
Anonymous December 2019
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