We’re continuing to invest in Dynamic Planner, introducing new capabilities designed to reduce administration, connect more of the advice journey and help your firm create capacity to serve more clients.
From our new Agentic Advice Platform to enhancements across Cash flow, Suitability and Fact Find, here’s a look at the latest developments and what’s coming next.
Introducing the Agentic Advice Platform
On 29 October, we unveiled the next evolution of Dynamic Planner at our Transforming Advice: Revealed event in London.
Our Agentic Advice Platform brings together trusted data, proven financial models, connected workflows and Advice-grade AI™ to help firms automate more of the advice process, while keeping advisers in control.
During the event, we demonstrated what a day in the life of an agentic advice firm could look like, from preparing for client meetings and completing adviser tasks to suitability reporting and management insight.
Some capabilities are available now, others are in controlled rollout or development, with further innovations on our roadmap.
Watch Transforming Advice: Revealed
The Agentic Licence is available from 2 November 2026 at £59 per user per month, alongside a Review or API licence.
Enhanced Cash flow planning
We’re introducing one of our most significant enhancements to Dynamic Planner Cash flow yet.
The new functionality will enable advisers to incorporate assets and liabilities into forecasts, model asset growth and liability repayments, and build a more complete picture of their clients’ financial position.
With enhanced visualisations and reporting, advisers will have greater insight to support more meaningful financial planning conversations and better client outcomes.
Explore Cash Flow planning in the Support Hub
More flexibility for pension withdrawal recommendations
We’ve continued to enhance pension withdrawal functionality to support a broader range of retirement income strategies, including UFPLS, pension crystallisation, tax-free cash, drawdown and annuity purchase.
These improvements are designed to help advisers build and document retirement income recommendations more efficiently, with less need to manage the process outside Dynamic Planner.
Fact Find: a better experience for clients and advisers
Our refreshed Fact Find experience has been designed with mobile users in mind, making it easier for clients to provide and review their information.
We’ve also continued to develop Open API capabilities that allow firms to send and track Fact Find invitations from their own systems, supporting more connected workflows and reducing manual administration.
Further platform enhancements
- Suitability: We’re updating the terminology from Recommendations to Suitability to better reflect the advice process.
- Integrations: Enhancements to intelliflo connectivity and other integrations are designed to improve the flow of information between systems.
- Cost comparison: Improvements to support clearer assessments of costs and charges when making recommendations.
You can find guidance on our latest capabilities in the Dynamic Planner Support Hub. Explore our product updates in the Support Hub
Not yet a customer? Request a demo to see how Dynamic Planner can help unlock trusted advice in your firm.
