Features Adoption Resources Events About Call: 0333 6000 500 Login Request Demo One System for all your financial planning needs Learn more .mobile-title { opacity: 1; transition: opacity 1s; font-family: Roboto; fill: #333333; font-weight: 300; font-size: 20px; } .mobile-st0 { fill: #F2F2F2; } .mobile-st1 { fill: #A51A46; } .mobile-st1a { fill: #AD214D; } .mobile-st2 { fill: #D68438; } .mobile-st3 { fill: #A61A47; } .mobile-st4 { fill: #A7A8AC; } .mobile-st5 { fill: #D8A824; } .mobile-st5a { fill: #E8B118; } .mobile-st6 { fill: #C15739; } .mobile-st6a { fill: #CE5649; } .mobile-st7 { fill: #85225E; } .mobile-st7a { fill: #8E2E6B; } .mobile-line { fill: none; stroke-width: 3; stroke-miterlimit: 10; } .mobile-ln1 { stroke: #A90F3D; } .mobile-ln2 { stroke: #D68438; } .mobile-ln3 { stroke: #A61A47; } .mobile-ln4 { stroke: #A7A8AC; } .mobile-ln5 { stroke: #D8A724; } .mobile-ln6 { stroke: #C25639; } .mobile-ln7 { stroke: #84235E; } #mobile-gp01aOverlay, #mobile-gp02aOverlay, #mobile-gp03aOverlay, #mobile-gp04aOverlay { opacity: 0; pointer-events: none; } @keyframes mobile-dash { from { stroke-dashoffset: 900; } to { stroke-dashoffset: 0; } } @keyframes mobile-shortdash { from { stroke-dashoffset: 50; } to { stroke-dashoffset: 0; } } @keyframes mobile-tada { from { opacity: 0; } to { opacity: 1; } } #mobile-gp01, #mobile-gp01a, #mobile-gp01b, #mobile-gp01c, #mobile-gp01d, #mobile-gp02, #mobile-gp02a, #mobile-gp02b, #mobile-gp02c, #mobile-gp02d, #mobile-gp03, #mobile-gp03a, #mobile-gp03b, #mobile-gp03c, #mobile-gp03d, #mobile-gp04, #mobile-gp04a, #mobile-gp04b, #mobile-gp04c, #mobile-gp04d { opacity: 0; } #mobile-gp04 { animation: mobile-tada 0.5s linear forwards; animation-iteration-count: 1; animation-delay: 0s; } #mobile-gp03 { animation: mobile-tada 0.5s linear forwards; animation-iteration-count: 1; animation-delay: 0.25s; } #mobile-gp02 { animation: mobile-tada 0.5s linear forwards; animation-iteration-count: 1; animation-delay: 0.5s; } #mobile-gp01 { animation: mobile-tada 0.5s linear forwards; animation-iteration-count: 1; animation-delay: 0.75s; } @keyframes mobile-poppy { 50% { transform: scale(1.60); } 100% { transform: scale(1); } } .mobile-polygon { transition: transform 0.5s; } .mobile-polygon:hover { transform: scale(1.60); } #mobile-gp01a { transform-origin: 227.7px 78.8px; animation: mobile-poppy 1s linear, mobile-tada 1s linear forwards; animation-delay: 1s; } #mobile-gp01aOverlay { animation: mobile-tada 0.5s linear forwards; animation-delay: 2s; } #mobile-gp02a { transform-origin: 272.3px 156.3px; animation: mobile-poppy 1s linear, mobile-tada 1s linear forwards; animation-delay: 1.5s; } #mobile-gp02aOverlay { animation: mobile-tada 0.5s linear forwards; animation-delay: 2.5s; } #mobile-gp03a { transform-origin: 227.7px 233.8px; animation: mobile-poppy 1s linear, mobile-tada 1s linear forwards; animation-delay: 2s; } #mobile-gp03aOverlay { animation: mobile-tada 0.5s linear forwards; animation-delay: 3s; } #mobile-gp04a { transform-origin: 272.3px 311.2px; animation: mobile-poppy 1s linear, mobile-tada 1s linear forwards; animation-delay: 2.5s; } #mobile-gp04aOverlay { animation: mobile-tada 0.5s linear forwards; animation-delay: 3.5s; } .mobile-snake { opacity: 0; fill: none; stroke: #000000; stroke-width: 3; stroke-miterlimit: 10; stroke-dasharray: 900; stroke-dashoffset: 0; animation: mobile-tada 0.5s linear forwards, mobile-dash 4s linear forwards; animation-iteration-count: 1; animation-delay: 2s; } .mobile-line { fill: none; stroke-width: 3; stroke-miterlimit: 10; stroke-dasharray: 50; stroke-dashoffset: 0; animation: mobile-tada 0.5s linear forwards, mobile-shortdash 0.5s linear forwards; animation-iteration-count: 1; } .mobile-circle { animation: mobile-tada 0.2s linear forwards; animation-iteration-count: 1; } .mobile-text { animation: mobile-tada 0.5s linear forwards; animation-iteration-count: 1; } #mobile-gp01c { animation-delay: 1s; } #mobile-gp02c { animation-delay: 1.5s; } #mobile-gp03c { animation-delay: 2s; } #mobile-gp04c { animation-delay: 2.5s; } #mobile-gp01d { animation-delay: 1.5s; } #mobile-gp02d { animation-delay: 2s; } #mobile-gp03d { animation-delay: 2.5s; } #mobile-gp04d { animation-delay: 3s; } #mobile-gp01b { animation-delay: 1.5s; } #mobile-gp02b { animation-delay: 2s; } #mobile-gp03b { animation-delay: 2.5s; } #mobile-gp04b { animation-delay: 3s; } Client Profiling Review Want to see what Dynamic Planner can do for you? Schedule a free no-obligation demo with a business consultant and experience the full functionality of Dynamic Planner. Request Demo What are our clients saying? Easy to use “I have been able to intuitively use Dynamic Planner. It’s easy - certainly the easiest cash flow modelling tool I’ve used.” David Mills Ridgeways Financial Planning Read the full case study Streamlined processes “All the financial planning tools we need today, in IFA terms, are in Dynamic Planner. We have been able to stop using other tools we don’t need.” Kevin Walsh Home & Finance Ltd Read the full case study Hybrid financial planning “For the world we now live in – analysis, regulation and remote meetings – the way Dynamic Planner is built is brilliant.” Gordon Crothers Attain Wealth Management Read the full case study Demonstrate value and increase efficiency with Dynamic Planner Suitability Be confident that you are ensuring investment suitability for your clients through engaging financial plans Efficiency Dynamic Planner takes what can be hours of work for an investment review and reduces it to less than 45 minutes. Easy to onboard and use. Value Insightful reporting in Dynamic Planner helps firms grow client relationships and provide greater value. Get in touch Not a Dynamic Planner user? We’d love to talk to you about how our end-to-end financial planning process can help your firm, and how we make implementation and onboarding a breeze. Book a call A multi-award-winning service with an 18-year track record of success £220bn+ Risk profiled each quarter 1,350+ Risk Profiled Investments 1m Customers serviced since RDR 49 Asset Class Model 26 Back office, platform integrations 18 Year Track Record Featured News ESG investing November 18, 2021 Drive towards sustainable investing promises improved clarity for clients en route Jim Henning – Head of Investment Services at Dynamic Planner – outlines the current climate… Jim Henning ESG investing October 27, 2021 Dynamic Planner creates Sustainability Discussion Guide for advisers Ahead of the UN Climate Change Conference (COP26), Dynamic Planner has created a white paper… dynamicplanner Featured October 26, 2021 Advice firms have real opportunity under UK Sustainability Disclosure Requirements By Tribe Impact Capital The announcement of the UK’s proposed Sustainability Disclosure Requirements (SDR), followed… Guest Our awards FEATURED PRESS Legal Terms and Conditions Privacy Policy Cookies Coronavirus Statement Help Support Careers Contact us Subscribe to our Newsletter Subscribe to our Blog Additional Services Asset Management Financial Institutions International Advisers © 2021 Dynamic Planner. Distribution Technology, C/O Moorcrofts LLP, Thames House, Mere Park, Dedmere Road, Marlow, Buckinghamshire, SL7 1PB. Company Number 04741529. All Rights Reserved. Cookies are used to enhance your experience on our website. To learn more please visit our Privacy Policy OK