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Presenter Profile:

How they describe themselves: Dynamic Planner is one system for all your firm’s financial planning needs, enabling you to match people with suitable portfolios through engaging financial planning. It is an end-to-end, risk-based system, combining intuitive technology with a trusted, independent asset risk model.

It was named ‘Adviser Technology Provider of the Year’ at the 2021 Money Marketing Awards – and ‘Leading independent planning tool provider’ at the 2021 Schroders UK Platform Awards.

How they describe their product/innovation: Founded in 2003, at the heart of Dynamic Planner is an asset risk model, with a proven 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 is used by asset managers to risk profile, target or manage more than £250bn of investments. Its technology is mobile-friendly, cloud-based and integrated with industry CRMs and platforms and providers.

Product distribution strategy: Direct to Business (B2B), Licensed

Contacts

Bus. Dev.: Christophe Ponette, Managing Director for Europe, ChristophePonette@dynamicplanner.com