Dynamic Planner is a leading brand that specializes in risk-based financial planning systems for independent financial advisors (IFAs) and wealth management firms. The brand offers a range of innovative and user-friendly products and services to ensure investment suitability and provide peace of mind for clients. One of the core features of Dynamic Planner is its risk profiling capability.

This tool allows advisors to assess the risk profiles of their clients and recommend suitable investment strategies. The risk questionnaires provided by Dynamic Planner are comprehensive and easy to use, giving advisors a deep understanding of their clients' risk tolerance. Dynamic Planner also offers a client review process and report that helps advisors track the performance of their clients' portfolios.

With this feature, advisors can easily identify any changes that need to be made and ensure that everything is on track. The brand's client success team is renowned for their excellent support. They are always available to provide assistance and guide advisors through the system, making the process seamless and efficient.

Overall, Dynamic Planner is a fantastic solution for IFAs and wealth management firms, designed to save time and enhance the client experience. Its user-friendly interface, comprehensive features, and outstanding support make it the go-to choice for financial professionals