Advice-grade AI for regulated advice

Dynamic Planner helps advice firms bring AI, data, behavioural insight, risk alignment and connected workflows into one flexible digital advice platform.

Gain the power of advice-grade AI:

Governed by ISO/IEC 42001
Built on real outcomes from 1.3m anonymised advised clients
Grounded in deterministic, behavioural and asset risk models
Embedded across the end-to-end advice journey
97% right first time across 30,000 reviews per month

AI notetaking is not enough for regulated advice

AI can capture a conversation, summarise a meeting and save advisers time. But in regulated advice, efficiency is only part of the equation.

The real question is whether AI can truly unlock adviser capacity by producing consistent outputs, supporting clear evidence trails, enabling effective review and aligning with established suitability governance.

As the FCA highlights within The Mills Review, firms need to understand the foundations they are building on. AI systems must be capable of being interrogated, their outputs must be explainable, and their role within the advice process must be clearly governed.

Dynamic Planner is focused on AI that does more than take notes. It is designed to support advice workflows that can be evidenced, reviewed and trusted.

Case Study

Beechwood Financial Services – Case Study

Discover how Beechwood Financial Services took post-meeting admin from 90 minutes to 20 with Dynamic Planner’s AI services

Guide

AI in Dynamic Planner

Dynamic Planner’s AI module is being developed to further meet compliance and unlock vast capacity in your processes.

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Guide

Dynamic Planner Overview

An overview of our platform for you. In what ways can it benefit your firm and clients? Read summaries of main processes and start to see the value you can add to your business by adopting it.

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Real firms. Real time saved.

“What was potentially up to an hour, sometimes more, is now a ten, twenty minute process. It also means for the advisers who were dictaphoning and getting someone to type it, you don’t have that delay.”

Jasmine Granger, Beechwood Financial Services

Post-meeting work and follow ups would probably take us 45-minutes to 1 hour. Since we’ve adopted the AI transcription service, we’ve cut that down to 10 minutes.“

Chris George, MAC Financial

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See Advice-grade AI in action

See how Dynamic Planner can help your firm reduce admin, improve consistency and unlock capacity with AI built for regulated advice.

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What makes AI Advice-grade?

Governed

ISO/IEC 42001-certified AI governance and a published AI Charter.

Evaluated

Tested against real advice data, not just theoretical or synthetic scenarios.

Controlled

Firm policy, human oversight and auditability built into the workflow.

Embedded

AI works inside the Dynamic Planner platform, not as another disconnected tool.

Advice-grade AI built for regulated advice

AI should do more than make advice firms move faster. It should help advisers create capacity, improve consistency and keep human expertise in control. Dynamic Planner brings AI-assisted workflows into the digital advice platform advisers already use, with governance, oversight and advice quality built into the journey.

1 AI meeting summaries

Help advisers move from client conversation to action faster, with summaries that can be reviewed and edited before they progress.

2 AI Smart Meetings

Support a more efficient meeting workflow while keeping the adviser relationship at the centre.

3 Live transcription

Reduce the burden of manual note-taking so advisers can stay focused on the client conversation.

4 AI Report Companion

Support faster reporting and reviews while keeping advice policy, quality controls and human oversight in the process.

Built into the platform, not bolted on beside it

Dynamic Planner is not a standalone AI notetaker or report generator.

Advice-grade AI is built into the UK’s leading AI-powered digital advice platform, supporting the full client journey, from engagement, onboarding and profiling through to financial planning, suitability, reporting and ongoing reviews.

Because it works within the platform, AI can support connected workflows rather than isolated tasks. It can draw on the right client information, operate within established processes and help firms deliver advice that is more efficient, consistent and easier to govern.

This is AI designed for the realities of regulated advice embedded where advisers work, not added alongside it.

Known for profiling. Built for the whole advice journey.

You may know Dynamic Planner for risk profiling. But the platform goes much further.

Dynamic Planner brings AI, client engagement, onboarding, profiling, financial planning, suitability, reporting and ongoing reviews together in one connected advice journey.

So firms can move beyond disconnected tools, reduce duplication and unlock capacity, with technology designed to support advisers and clients at every stage.

Known for profiling. Proven across the advice journey.