Keep up to date with latest news, analysis and financial planning opinion by subscribing to the Dynamic Planner blog. Hear opinion and analysis from senior Dynamic Planner team members, including CEO Ben Goss, Financial Services Director Chris Jones and Head of Product Josh Knight. Read guest posts from leading asset managers, offering their unique view and insight on markets and the impact for investors – your clients. And we, of course, post regularly with news of latest Dynamic Planner enhancements and data analysis, alongside the thoughts of advice firms in our rich user community.
Advice-grade AI | Service
What’s new and what’s coming in Dynamic Planner – November 2026
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 […]
Advice-grade AI | Press Release | Service
Dynamic Planner launches agentic upgrade to its Digital Advice Platform
First-of-its-kind study of 659 advice firms over 19 months shows highest-performing firms increased clients served per adviser by 41%, while increasing or maintaining client Financial Happiness scores Agentic upgrade builds on Dynamic Planner’s established Digital Advice Platform, combining accurate data, trusted models and insights, proven workflows and Advice-grade AI™ New brand identity and company […]
News
Dynamic Planner and Plannr connect client data with the wider digital advice journey
Dynamic Planner, the UK’s leading AI-powered digital advice platform, has launched an integration with Plannr, connecting client records with Dynamic Planner’s trusted data, deterministic analysis and advice workflows. The companies have a long-term agreement, with further integrations planned. The initial integration enables client information held in Plannr to flow into Dynamic Planner, while risk results […]