Dynamic Planner

Felcorp's Dynamic Planner capability

Dynamic Planner software capability is included as part of the following Felcorp service areas:

• Paraplanning Duties
• Financial Planning Software Capabilities
• On Demand Paraplanning Duties

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.

What is Dynamic Planner?

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.

Key modules and components

• Client risk profiling measuring five elements of financial personality
• Investment risk profiling across 1,650+ solutions
• Cashflow modelling with stochastic Monte Carlo forecasting
• Suitability reporting with client-ready documentation
• Investment selection and fund research tools
• Client Access module for questionnaires and data collection
• Ongoing review workflows for annual assessments
• Asset class risk model covering 75 asset classes
• AI-driven insights and workflow automation

For more information about Dynamic Planner, visit the official website at dynamicplanner.com.