Capture risk profiles and suitability as part of the advice record.

Dynamic Planner is used across UK advice firms for risk profiling, asset allocation, and suitability. The risk assessments and suitability reports it produces are captured and tied to the resulting advice, so the reasoning behind every recommendation is part of the same reviewable, provable record.

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How it works.

Step 1

An adviser completes a risk profile or suitability report in Dynamic Planner.

Step 2

It is captured through the API, with the attitude-to-risk scores behind it.

Step 3

The assessment is tied to the advice it supports, forming one connected account.

Step 4

The whole case is reviewed and sealed as evidence you can prove later.

Features.

Risk profiles captured with their attitude-to-risk scores
Suitability reports carried onto the record in full
Risk assessment tied to the advice it supports, as one connected account
The reasoning behind every recommendation, ready to evidence

REST API.

Prefer to build your own integration? A straightforward REST API lets you submit advice via a single endpoint, track review progress with webhooks, and retrieve the evidence programmatically. Standard JSON over HTTPS with API key authentication.

View API documentation

Supervise advice, wherever it starts.

Bring every recommendation into review and turn it into evidence the FCA can verify, from the tools your firm already runs.

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