Arbolus Intelligence

Dynamic Planner

dynamicplanner.com · Milton Keynes, United Kingdom

Dynamic Planner provides risk-based financial planning and investment suitability software for financial advisers and wealth managers, helping them assess client risk profiles, construct and review portfolios, and demonstrate suitability and compliance. Its cloud platform supports end-to-end financial planning workflows including cashflow modelling, portfolio analytics, and client reporting. The company generates revenue through subscriptions and licensing fees paid by advisory firms, platforms, and asset managers.

  • Wealth & Investment Software
  • Business Intelligence & Dashboards
Listed in
Revenue
$20.0M
Employees
150
Founded
2003
Headquarters
Milton Keynes, United Kingdom

What 7 Arbolus experts think of Dynamic Planner

NPS scores are distributed in a mid-positive cluster: 10, 9, 8, 7 (twice), and 5 (twice). Renewal intent is mixed: one clear yes, two no, and two not sure. Implementation stickiness varies, with 43% at 'MoreThan1Year', 14% 'LessThan1Year', one in 'Pilot', and one 'OffBoarding'. Key feedback themes are positive on compliance, operational streamlining, and risk profiling, with consistent concerns about report flexibility, UI, cost, and AI-driven competitive threats.Overall Customer Sentiment: Neutral

Who reviewed Dynamic Planner

Total customers 7 7 current · 0 former
Reviews growth +6 in six months
Seniority of respondents
  • C-Suite 71% (5)
  • Director 14% (1)
  • Manager 14% (1)
Not specified C-Suite NPS 8 Will renew Submitted Jul 2026
Finance Partner C-Suite NPS 5 Not renewing Submitted Mar 2026
Data Leader C-Suite NPS 9 Submitted Sep 2026

Employer names and spend open in the full report, along with the other 4 customers.

Everything 7 customers told us about Dynamic Planner.

Employer names, spend, renewal intent and every written answer behind the numbers on this page.

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Sentiment

0 Net Promoter Score, from 7 scored reviews
  • Promoters 2
  • Passives 3
  • Detractors 2

Cumulative NPS by month

+2 over 4 months
  • Mar 5
  • Jul 6
  • Sep 7
  • Oct 7

Net Promoter Score across 2 reviews, accumulated up to each month. Category median 6 across 2 companies.

Praised

  • Industry-Wide Acceptance
  • Unified Compliance Workflow
  • Operational Efficiency
  • Deeper CRM Integrations

Criticised

  • Market Feature Parity
  • AI Substitution Risk
  • Integration Complexity and Cost Inflation
  • UI and Data Issues

What customers say

Industry-Wide Acceptance
“This tool remains widely used and trusted in the UK IFA compliance landscape, which gives it credibility when interacting with other firms and regulators.”
Unified Compliance Workflow
“I value having risk profiling, annual reviews, and suitability documentation in one system—this supports our need for compliance and reduces duplicated work across advisers.”
Operational Efficiency
“Dynamic Planner allows us to link directly with our back-office system and reduces manual data handling, which has improved workflow efficiency and accuracy.”

Renewal intent

Plan to renew 20%
  • Will renew 1
  • Undecided 2
  • Not renewing 2

Plan to renew, by seniority

  • C-Suite 25% 4 answers
  • Manager 0% 1 answer
  • 8/10 Average score from customers who will renew
  • 6/10 Average score from undecided customers
  • 6/10 Average score from customers not renewing

Top alternatives

Most weighed by Dynamic Planner customers

Report

Customer Report - Oct 2026 Oct 2026 7 + 4

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