Dynamic Planner supports the entire financial advice journey – from gathering fact find information to creating beautiful, accessible reports, with governance and oversight built in. Dynamic Planner’s AI features amplify the existing automation and time-saving processes you use today, as well as allowing you to use your existing automations or Agentic AI to drive processes within Dynamic Planner through our Open API.
Enhancing financial advice with AI
Dynamic Planner’s AI-assisted processes are designed to unlock vast capacity in your business. We are committed to responsible AI governance in compliance with our industry-leading ISO/IEC 42001 certification.
Our AI features have been developed to enhance efficiency, streamline processes, and empower advisers, paraplanners and compliance teams – all while keeping the human connection central to financial planning.
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.
AI-assisted fact find
AI analyses your meeting summaries to extract key data, updating the client’s record with up-to-date fact find information.
AI-assisted reports
Streamline review and suitability reports with smart actions, personalisation based on your meetings and compliance checking.
The first ISO/IEC 42001 certified UK FinTech
We are proud to be the first UK FinTech to achieve ISO/IEC 42001, the Artifical Intelligence Management System certification held by only select a few companies worldwide, including Google, KPMG and AWS.
This recognition formalises our commitment to responsible AI governance and gives advisers, wealth managers and asset managers independent third-party assurance that our AI enabled processes are managed under an internationally recognised framework for ethics, transparency and robust risk management.
Our AI Charter
With AI a fast moving but still emerging technology, we have set out a charter how we will use the application of AI in a safe and secure manner.
- We are committed to the highest standards of data security
- We are committed to developing AI systems that are robust, and fair
- We believe that transparency is essential to building trust in AI.
- We adhere to all industry regulatory requirements and standards
- We are committed to the responsible development and deployment of AI
A force for innovation
Our approach to AI-assisted advice is built around control, compliance, and personalisation. We believe that financial reports demand nuance, context, and oversight. Dynamic Planner’s AI-assisted processes give firms the control of content they require through our mature report configuration tools, while drawing on AI analysis to extract relevant details from your meetings, generate summaries and personalise reports.
As we expand our AI-enhanced automation and API support, we’re creating new ways to save time while maintaining precision. We firmly believe AI exists not to replace the roles of advisers and paraplanners, but as an accelerator. Human expertise remains at the heart of the financial advice process, with AI enabling automated process steps, reduced admin and time savings, allowing advisers to focus on the vital human aspects of advice.
