# Dynamic Planner: Risk Profiler > Financial adviser tool for client risk profiling and management. (iPhone/iPad app by Dynamic Planner Limited.) - Source: https://appshunter.io/ios/app/dynamic-planner-risk-profiler/id356556482 (this page in markdown: same URL + `.md`) - Developer: [Dynamic Planner Limited](https://appshunter.io/developer/356556485) - Category: Finance, Business - Price: Free - Age rating: 4+ - Requires: iOS 8.0 · 31 MB - Released: 2014-03-24 - Data updated: 2026-06-10 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/dynamic-planner-risk-profiler/id356556482/reviews.md ## What is Dynamic Planner? As a Dynamic Planner adviser, you will already be familiar with Distribution Technology's market leading Risk Profiling technology, and now you can use it whenever and wherever you want, on your iPhone or iPad, either online or offline. This beautifully simple app, not only gives access to all of the available attitude to risk and capacity questionnaires; but also to a list of your clients and their contact information, allowing you to phone or email them directly using the details you already hold in Dynamic Planner. It is now possible to follow the complete Risk Profiling process, including Risk Profile selection, Risk Profiled Fund selection and Report Generation, including capturing a client signature as part of the report. All available both online and off. You can create client records directly from the app. Using as little as their name and date of birth, you can create a new client record and then select and take a questionnaire. All the information will be saved back to Dynamic Planner, either immediately if you are online, or later if you are working offline without an Internet connection or privately with a client. There are several aspects to investment risk; how someone feels about taking risk, how much risk they can afford to take and the risk of not achieving a particular goal or objective. This risk profiler provides access to questionnaires which assesses how someone feels about taking risk and their capacity to take risk. It provides high level descriptions, designed to help judge whether someone is comfortable with the resulting risk level. The application highlights any answers that are inconsistent with the overall risk profile to allow for comment or discussion. Please note that this risk profiler is designed to be used by an adviser using Dynamic Planner. Users of the Risk Profiler App are subject to the same terms and conditions as outlined in Dynamic Planner. The provision of this Services by Distribution Technology does not include and shall not be construed or interpreted to include the provision of Financial Advice from Distribution Technology. ## Key features - Attitude to risk questionnaires - Capacity for risk questionnaires - Client contact management - Online and offline functionality - Risk Profile selection - Report generation with client signature ## Recent user reviews (9 of 9) All indexed reviews: https://appshunter.io/ios/app/dynamic-planner-risk-profiler/id356556482/reviews.md ### 1/5 — Doesn’t work *2019-09-26, version 5.14* Simply closes when you try to fill questions out. Spoken to Distribution Technology but they have no idea why. Please fix. ### 5/5 — Best Risk Profiling app out there *2015-07-10, version 4.01* I am a regular user of the app, think it's great to be able to risk profile clients, discuss risk in detail and select fund. This app also allows a client report to be generated and definitely saves time, it is a must have surely for all advisers. ### 1/5 — DOES NOT WORK *2015-05-11, version 4.00* Quite frankly, doesn't work. When it opens you only get a blank screen. Won't let you log in or anything. ### 3/5 — Good app *2013-11-29, version 2.1* Use this as a quick guide for clients attitude to risk. Would prefer that the 20 questions version be available as well as or instead of the 10 question version. ### 5/5 — Dynamic Planner *2013-08-29, version 2.1* A slick tool that creates a good base for the risk discussion. Useful refinements could include: regulars or lump sum contributions and no further contributions (drawdown). All in all I wouldn't now want to work without it ### 3/5 — When will we see the 20 question version *2012-10-01, version 2.1* Good usability, clear and simple, I look forward to the improved 20 question version! ### 2/5 — Would be great if offered a little more! *2010-08-25, version 0* Good start! It would be fantastic if I could email a copy of the planner to my email address, and a copy to my client. It also needs the function to add client name. A final touch may be to illustrate the asset mix and likely gains and losses of a portfolio in any given year. ### 4/5 — Neat app but needs ability to print results *2010-03-18, version 0* I like this simple and effective app but advisers need to store a copy to be compliant and there is no way to do so ### 4/5 — Good start! *2010-03-17, version 0* I an keen to work smart and anything that helps in the process of efficiently ascertaining client risk profile is a good move. Would like the next step of fund allocation available as well. ## Frequently asked questions about Dynamic Planner ### What is Dynamic Planner used for? Dynamic Planner is a financial planning tool designed for advisers. It helps in assessing a client's attitude and capacity for risk, selecting appropriate risk profiles and funds, and generating reports. ### Can I use Dynamic Planner offline? Yes, Dynamic Planner can be used both online and offline. This allows advisers to complete the risk profiling process even without an internet connection. ### How do I create a new client in Dynamic Planner? You can create new client records directly within the app by providing basic information like name and date of birth. You can then proceed to select and administer questionnaires for the new client. ### Does Dynamic Planner provide financial advice? No, the application is a risk profiler tool for advisers. Distribution Technology does not provide financial advice through this service; users are subject to the terms and conditions of Dynamic Planner. ### What devices support Dynamic Planner? Dynamic Planner is available on iPhone and iPad, supporting the iOS operating system. It is designed for use on these mobile devices. ### How often is Dynamic Planner updated? The app was last updated on September 25, 2024, with version 5.23. Updates typically include improvements to functionality and compatibility. ### Does Dynamic Planner have ads? No, Dynamic Planner does not contain advertisements. The app is free to use and does not display any in-app ads. ### What is the age rating for Dynamic Planner? Dynamic Planner has an age rating of 4+. This indicates it is suitable for users of all ages, though its primary audience is financial advisers. ## Version history (last 5 releases) ### 5.23 — 2024-09-25 The app has been updated to handle negative asset allocations. ### 5.20 — 2020-02-11 Add support for new questionnaire services. ### 5.19 — 2020-01-28 Fix for fund selection in iOS 13 ### 5.18 — 2019-12-02 Fix for issue caused by remote deletion of client while app is offline. ### 5.17 — 2019-11-13 Support for older devices ## Apps similar to Dynamic Planner | App | Rating | Price | Category | | --- | --- | --- | --- | | [AOLB Game](https://appshunter.io/ios/app/aolb-game/id1667469800) | — | Free | Finance | | [Rapid’Tax - Sales tax Canada](https://appshunter.io/ios/app/rapidtax-sales-tax-canada/id504376751) | 5.0 (1) | Free | Finance | | [FactSet 2.0 (legacy)](https://appshunter.io/ios/app/factset-20-legacy/id379054680) | 4.0 (50) | Free | Finance | | [GTreasury Mobile](https://appshunter.io/ios/app/gtreasury-mobile/id1313999159) | 2.3 (4) | Free | Finance | | [MarketSmith India -Stock Ideas](https://appshunter.io/ios/app/marketsmith-india-stock-ideas/id1198426149) | 4.2 (184) | Free | Finance | | [Cash Balance Smart Calculator](https://appshunter.io/ios/app/cash-balance-smart-calculator/id1491592096) | — | Free | Finance | ## More apps by Dynamic Planner Limited - [Dynamic Planner - My Planning](https://appshunter.io/ios/app/dynamic-planner-my-planning/id531100427) - [Tram](https://appshunter.io/ios/app/tram/id6475961488) All apps by Dynamic Planner Limited: https://appshunter.io/developer/356556485 --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-10.*