- Service Name
Dynamic Planner
- Industry
Financial Services, Technology, Financial Planning, Digital Solutions
- Main Value Proposition
Dynamic Planner provides a single digital platform that enables financial advisers to efficiently match clients with suitable investment solutions while ensuring compliance with regulatory standards.
- Description
Dynamic Planner is a digital financial planning and advice platform that helps firms match clients with suitable investment solutions. It offers a comprehensive suite of tools for financial advisers to enhance client engagement and streamline their advisory processes.
- Key Features
Consumer Duty-ready platform; Deep integration with valuation and practice management providers; Comprehensive investment services with a wide range of asset classes; Efficient client profiling and annual review processes
- Use Cases
Financial advisers looking to improve client engagement and service delivery; Firms needing to comply with Consumer Duty regulations; Advisory businesses aiming to increase operational efficiency and capacity
- Competitive advantages
Award-winning platform recognized for its effectiveness and user engagement; Significant market share with a proven track record in the financial advice sector; Streamlined processes that significantly reduce the time required for client reviews and profiling
- Strengths
Dynamic Planner's strengths include its market leadership, award-winning status, deep integrations with other financial tools, and a focus on enhancing client engagement through technology.
- Positioning
Dynamic Planner positions itself as a leading digital solution for financial planning, emphasizing its ability to meet regulatory requirements while providing high-quality client engagement.
- Audience
The primary target users are financial advisers, wealth management firms, and investment managers who seek to enhance their advisory capabilities and client interactions.
- CTA
Request a demo
- Tags
Financial Planning
Investment Solutions
Client Engagement
Regulatory Compliance
- Tagline
The future of financial advice
- Tone of Voice
Professional, Engaging, Innovative
- Differentiation
Dynamic Planner stands out in the market by being the #1 financial advice platform in the UK, serving over 40% of advice firms and offering a deeply integrated solution that combines financial planning with investment services.
- Brand Positioning
Dynamic Planner is identified as an innovative and forward-thinking brand in the financial services industry, committed to enhancing the future of financial advice through technology.
- Founded
2003-01-01
- Founders
Ben Goss