Creating adviser capacity with better client outcomes
This report provides an overview of Dynamic Planner’s contribution to adviser and client outcomes in 2026. Despite the rising cost to serve and static adviser headcount reported across the industry.
Our Advice 2026 research found an increase in the number of clients being served, supporting our purpose of unlocking trusted advice at scale. To establish the benefits Dynamic Planner delivers, we reviewed just under two years of platform data, from December 2024 to June 2026.
In this report we analyse the 659 established mid-market firms that qualified for like-for-like comparison throughout, examining five key areas: adviser productivity, adviser capacity, return on platform investment, platform adoption, and client outcomes.
Enter your details on the form for a copy of the report.
Our Advice 2026 research found an increase in the number of clients being served, supporting our purpose of unlocking trusted advice at scale. To establish the benefits Dynamic Planner delivers, we reviewed just under two years of platform data, from December 2024 to June 2026.
In this report we analyse the 659 established mid-market firms that qualified for like-for-like comparison throughout, examining five key areas: adviser productivity, adviser capacity, return on platform investment, platform adoption, and client outcomes.
Enter your details on the form for a copy of the report.