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Dynamic Planner

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Software Status:Active

About Dynamic Planner

Dynamic Planner is a financial planning software from Distribution Technology designed for advisers. It provides a digital advice platform, product and platform research, fact-finding, and recommendations so users can match clients with suitable investment portfolios. This UK-leading AI-powered platform supports advisers in delivering comprehensive financial solutions effectively. With its scalability, Dynamic Planner changes how financial advice is delivered, ensuring every client is accounted for. Key capabilities: digital advice platform product & platform research fact find recommendations adviser support Best for: financial advisers that need a comprehensive solution for client investment matching.

Dynamic Planner Details

Vendor
Distribution Technology
Year Launched
2003
Location
C/O Moorcrofts LLP, Thames House, Mere Park, Dedmere Road, Marlow, Buckinghamshire, SL7 1PB
Deployment
cloud
Training Options
demo, account manager, community
Countries Served
UK
Languages
English
Users
Financial advisers, wealth management firms, investment platforms, compliance officers, client review teams, and firms digitising and scaling their financial advice services.
Industries Served
Financial Services, Wealth Management, Investment Planning, Insurance
Tags
Digital advice platform, financial planning software, cash-flow modelling, risk profiling, suitability workflow, investment research, integrations, open API, wealth management software, advice scalability.

Dynamic Planner's In-App Market Place

Does Dynamic Planner have an in-app market place?

Yes

How many Mini-Apps in the marketplace?

1

Mini Apps

N/A

Pricing Options

Free trial
Free version
Request a quote
Promo Offer

Accepted Payment Currencies

GBP (£)

Pros & Cons

  • Unified system for profiling, planning, review, and suitability, reducing fragmentation in the advice process.
  • Improves productivity; many users complete reviews in significantly less time.
  • Strong risk model foundation with consistent definitions across modules, enhancing suitability and client outcomes.
  • Deep integration capabilities reduce manual re-entry, streamline workflows, and improve data accuracy.
  • Supports regulatory requirements through built-in features and documentation.
  • Primarily targeted at UK-based advice firms; organisations outside that market may need to confirm localisation, compliance, and support capabilities.
  • Fully leveraging its capabilities may require change management, process definition, and training.
  • Smaller firms using only basic functionality may find the platform’s breadth excessive, increasing complexity and cost.
  • Pricing and licensing details are not publicly listed, requiring direct vendor engagement to understand total cost.

Dynamic Planner's Support Options

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