Request demo

Dynamic Planner’s Open API: read, write, and react

At the heart of our integration strategy is the Dynamic Planner Open API – a robust framework that empowers you to build custom integrations tailored to your business.

Request Demo

Deliver smarter financial experiences

Dynamic Planner’s Open API and Low Code make integration easier, so developers can focus on building solutions.

Our developer site and swagger documentation provides full technical details and field-level guidance, giving your development teams the information they need to create time-saving process automations.

Seamless integration makes better processes

  • Write/update/delete data: Create or update client records, arrangements, and risk profiles directly from your CRM or back-office system.
  • Read data: Retrieve client details, risk levels, arrangements (investments, pensions, incomes, expenditures), valuations, and documents generated in Dynamic Planner.
  • Event triggers: Subscribe to events within Dynamic Planner (e.g., document creation, client updates) and trigger workflows or notifications in your own systems.
  • Low Code: For firms seeking rapid integration without heavy development, our low code integration platform sits atop the Open API, simplifying client data mapping and synchronisation.

The future is automation

Here are just a few of the ways our customers are adding certainty and speed to their processes:

  • Automate client onboarding: Instantly create or update client records in Dynamic Planner when new clients are added to your CRM.
  • Document management: Retrieve client-facing reports and suitability documents.
  • Event-driven automation: Coming soon, firms will be able to trigger Fact Find invitations, meeting summaries and more based on actions performed in Dynamic Planner.

Why choose Dynamic Planner as your integration partner?

Dynamic Planner’s integrations and API are not just about connectivity—they’re about transforming the speed and quality of your advice process. 

  • Open, flexible, and future-proof: Built to integrate with today’s systems and tomorrow’s innovations
  • Developer-friendly: Comprehensive API documentation and support
  • Proven at scale: Trusted by thousands of firms, from IFAs to the largest UK enterprise firms and networks, with integrations powering millions of advice journeys annually.
  • Continuous improvement: We’re always expanding our integration ecosystem and enhancing our API capabilities

Embrace a joined-up workflow with Dynamic Planner’s integrations

We are constantly expanding Open API to further automate the advice journey.

Get in touch

Next steps…

Client Profiling

Recommendations

Cash Flow

Fact Find