



Felcorp Support's Dynamic Planner outsourcing capability for financial planning. Offshore paraplanning support teams.
Dynamic Planner software capability is included as part of the following Felcorp service areas:
Felcorp Support has over five years of specialised experience working within the Dynamic Planner platform for UK-based paraplanning engagements. Our teams are proficient in conducting client risk profiling, generating cashflow models using Monte Carlo stochastic forecasting, and producing suitability report outputs within the Dynamic Planner environment. This depth of platform expertise enables our offshore paraplanners to deliver evidence-based, risk-matched planning outputs that support your advice recommendations for UK clients.
Our teams handle risk profiling, cashflow modelling, investment selection support, and suitability reporting within the Dynamic Planner environment, producing outputs ready for adviser review and client presentation.
Dynamic Planner is a leading UK digital advice platform, used by a significant proportion of UK financial advice firms. It powers the entire advice journey from risk profiling and cashflow modelling through to suitability reporting, investment selection, and ongoing client reviews. Dynamic Planner risk profiles over 1,650 investment solutions and supports millions of UK investors through its adviser network.
For more information about Dynamic Planner, visit the official website at dynamicplanner.com.