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Thursday, March 28, 2024
Dynamic Planner | Fintech Finance

Dynamic Planner

About Dynamic Planner

Dynamic Planner enables UK financial advice firms to match people with suitable portfolios through engaging financial plans. It is a risk-based financial planning system – combining intuitive financial planning technology with a trusted asset risk model.  Founded in 2003, at the heart of Dynamic Planner is an independent asset risk model, with a 15-year track record of ensuring investment suitability, using more than 2,400 covariance correlations to assess the risk of tens of thousands of investments and client portfolios daily.     

 

Dynamic Planner powers the MSCI – Dynamic Planner indices and is used by leading asset managers to risk profile or target more than £220bn of investments. Its cloud-based technology is mobile-friendly and secure, and integrated with leading industry CRMs and platforms and providers. It is an end-to-end and yet flexible system for all an advice firm’s planning and suitability needs, using a single definition of risk throughout – from client risk profiling, portfolio review, cash flow planning and fund research – to ensure nothing is ever lost in translation in the planning and advice process.  

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