Dynamic Planner Leads with Advanced Risk Analytics in Financial Planning

Dynamic Planner is a financial planning entity involved in advanced risk analytics with £20m worth of investment in research and development to promote regulatory compliance and AI-based innovations.

Dynamic Planner is making outstanding developments in industry for financial planning, being an end-to-end supported and cutting-edge analytical tool, said Ben Goss, the CEO. The company had heavily invested in R&D for five years, on average about £4-5 million a year, to work out a full platform that aids the regulatory process.

"We set our stall out five years ago, recognizing the need for entirely support for the regulatory process," Goss justified. The recent launch of one important module in its platform brings Dynamic Planner nearer to a fully holistic system.

Dynamic Planner is different, as Goss said, because of not only the process but also its "solid methodology and risk analytics." The firm's asset-risk model now protects the risk profile of £280 billion in assets every three months and is currently being adopted by 45% of advice firms and 150 asset managers unquestionably the most accepted asset-risk model in the UK.

Additionally, a new data layer has also been introduced that sheds deeper insight into helping firms improve their regulatory compliance and ease their process.

Goss pointed out AI as another big change in the industry "If a financial adviser nearing retirement is now using AI to summarize meetings, this says a radical shift in how we approach innovation."

With Dynamic Planner’s data-based decisions, the setting of standards for regulatory compliance and risk analytics in Financial Planning continues.