Dynamic Planner: helping advice firms unlock trusted advice at scale

For more than two decades, Dynamic Planner has worked alongside financial advisers with a clear mission: to help firms deliver consistent, trusted financial advice through better technology, data and behavioural insight.

One platform for advice, service and engagement

As the UK’s leading AI-powered advice platform, Dynamic Planner digitalises the entire advice journey, from client onboarding and profiling through to planning, suitability and ongoing reviews, all built on a single definition of risk. The platform seamlessly connects processes into one system through 26+ platform, CRM and back-office integrations, along with an Open API, removing re-keying and technology sprawl while embedding governance, oversight and Consumer Duty alignment throughout.

AI services include:

Live transcription - Transcribe your meetings live in Dynamic Planner or integrate with services like Zoom to automatically import your transcripts.

Meeting summaries - Extract insights from any meeting transcript, producing structured meeting summaries to share with your clients and keep as a record.

Innovative software means real impact

Firms adopting Dynamic Planner see:

• £10m increase in AUM per adviser
• 41% increase in clients per adviser
• 20x ROI in 12 months

And are able to:
 

• Deliver efficient end-to-end advice journeys
• Automate valuations, reviews and workflows · Reimagine client engagement through the use of the Tram app
• Use behavioural insight and AI to personalise communications at scale

These same capabilities position firms to participate in, or compete alongside, Targeted Support by enabling scalable, relevant client engagement while preserving the value of regulated advice relationships.

Preparing your firm for what comes next
At its heart, financial advice remains built on trust. Dynamic Planner’s technology is designed to strengthen that trust by giving advisers the capacity to serve more clients efficiently while maintaining consistency and control.

As regulation and technology reshape the market, the platform helps firms unlock trusted advice in all its forms, today and into the future.

To find out how Dynamic Planner can help your firm on its journey to a digital advice process, contact us today or visit our website.

Looking for market trend information? Access the Advice report from Dynamic Planner, a survey of more than 400 business owners, advisers and paraplanners Advice 25.