Dynamic Planner is a technology provider that supports financial advisers in delivering consistent, compliant and client-focused advice. The platform is built around a structured advice process that includes risk profiling, financial planning, suitability reporting and client engagement. One of its core strengths lies in its risk profiling and suitability tools, which are designed to help advisers assess client attitudes to risk and match them with appropriate investment strategies.

The system aims to solve a key challenge in financial advice, ensuring that investment recommendations are suitable for each client’s risk tolerance, financial goals and regulatory requirements. By embedding behavioural science and psychometric testing into its risk profiling process, Dynamic Planner helps advisers deliver advice that is both personalised and defensible.