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Financial planning software for advisers: One system for all your financial planning needs, enabling you to match people with suitable investment portfolios
Updated 06 Jun 2026 16:52
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1 Dec 2021 to 28 Feb 2022
Dynamic Planner is the market leading provider of financial planning systems to financial advisers in the UK. We currently support 7,000 licence fee paying advisers, and over 1m of their clients have taken our risk and suitability assessment questionnaires. We provide users with a psychometric questionnaire to measure both risk tolerance and the importanc...
1 Sep 2019 to 31 Aug 2021
To use novel insights from behavioural finance and quantitative analysis of large data sets to provide new products for Independent Financial Advisors and Fund Managers which will improve retail investor decision-making.
