Dynamic Planner: helping advice firms unlock trusted advice at scale

Dynamic Planner is the UK's leading AI - powered digital advice platform, helping advice firms modernise the delivery of advice, improve consistency and unlock capacity at scale. 

One end-to-end AI-powered digital advice platform

From didgital engagement, client onboarding and profiling through to financial planning, suitability, reporting and ongoing reviews, Dynamic Planner brings the advice jo0urney into one integrated platform.

The platform combines centralised reporting, cash flow planning, retirement income, accumulation and decumulation risk alignment, client engagement tools and AI-assisted processes, including Dynamic Planner's AI Report Companion. With 26+ integrations and an Open API, it connects workflows, removes re-keying and technology sprawl while embedding governence, oversight and Consumer Duty alignment throughout. 

AI services include:

Live transcription - Transcribe your meetings live in Dynamic Planner or integrate with services like Zoom and Microsoft Teams 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.

AI Report Companion - Ensures quality advice, right first time, applied to your advice policy. 

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.