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 is a comprehensive financial planning and advice platform designed to streamline client management, risk profiling, investment suitability, cash-flow forecasting, and ongoing review for financial advisers, particularly in the UK. The platform integrates multiple functionalities into a single system, allowing advisers to efficiently gather client data, assess risk tolerance, and match clients to suitable investment portfolios while maintaining a clear audit trail to satisfy regulatory obligations such as suitability assessments, Consumer Duty, and ongoing review requirements. One of its key strengths is the time efficiency it offers: Dynamic Planner enables advisers to produce most annual review reports in significantly less time than traditional methods, with simple cases taking just a few minutes, thereby freeing advisers to focus on higher-value activities such as client engagement and strategy. The platform also incorporates cash-flow modelling, which allows advisers to demonstrate to clients how different portfolio decisions or life events might impact long-term financial outcomes, enhancing transparency and client understanding. Integration capabilities with over two dozen back-office systems and tools reduce data duplication and manual entry, improving operational accuracy and efficiency.
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.
Features
Key features
- Digital Advice Platform for Financial Planning
- End-to-end system for advice firms covering profiling, planning, cash-flow, and suitability reports.
- Cash Flow Planning Module
- Enables scenario modelling, such as retirement timing and withdrawals, with integrated client data and a stochastic model for long-term outcomes.
- Client Profiling & Suitability
- Offers risk and sustainability profiling, mapping clients to portfolios and products with a consistent definition of risk throughout.
- Research & Investment Solution Library
- Includes whole-of-market product and platform research, mapped investment solutions, and quarterly updates to ensure suitability.
- Integrations & Open API Architecture
- Connects to CRM platforms, back-office systems, and data providers to support seamless data flows and reduce manual entry.
Additional features
- Client Review Automation
- Streamlined annual reviews with high-quality reports for clients, helping firms demonstrate value and meet regulatory obligations.
- Fact Find & Digital Onboarding
- Enables digital fact-finding processes, ATR questionnaires, and mapping client data for efficient onboarding.
- Recommendation & Suitability Workflow
- Guides advisers through investment switches, rebalances, contributions, and withdrawals with proper documentation.
- Product & Platform Research Tools
- Helps firms perform research, evidence suitability, and match solutions to target markets.
- Cash Flow Simulation & “What-If” Scenarios
- Allows modelling of different life events, changing assumptions, and visualising outcomes of financial plans.
- Broad Platform & Valuation Integrations
- Automates data feeds from platforms and providers to streamline the advice workflow.
Pricing
Countries & Languages
Available in
Interface languages
Billing currencies
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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
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
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
Email Address
support@dynamicplanner.comContact
+44 333 600 0500Dynamic Planner's Alternatives
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