Features Adoption Resources Events About Call: 0333 6000 500 Login Request Demo Client Profiling Using Dynamic Planner’s psychometric risk and sustainability questionnaires you can accurately record your clients’ preferences to use throughout your process. Risk Profiling Questionnaires Using Dynamic Planner’s award winning psychometric risk profiling questionnaires helps you to ensure nothing is lost in translation throughout your financial planning process, with one definition of risk. Find out more Sustainable Investing Questionnaires Having a repeatable conversation with clients about sustainable investing can be complex. And regulation is expected here. To help you address this, Dynamic Planner Client Profiling includes a sustainability questionnaire, to help frame your conversations with clients. Find out more Want to see what Dynamic Planner can do for you? Schedule a free no-obligation remote demo with a business consultant and experience the full functionality of Dynamic Planner. Request Demo Powerful. Easy to use. Trusted by more than 6,500 advisers. Dynamic Planner is the one financial planning system you need to ensure investment suitability, increase efficiency and demonstrate value to your clients. Click on the hexagons below to find out 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; } 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.