Your fully integrated digital advice platform
Enjoy the efficiencies of a joined-up advice process with automated valuations, CRM connections and Dynamic Planner’s Open API.
Request DemoWell-integrated software is key to unlocking capacity
For data you can rely on, your systems of record need to communicate with each other and serve as accurate, up-to-date sources of truth.
Dynamic Planner is a system of record for your financial planning data. We hold the truth about your clients’ arrangements, profiling and financial plans.
We aim to be as open as possible and prioritise seamless integration with your other systems, enabling information to flow where you need it, when you need it, minimising rekeying.
Build your advice process on data you trust
- Draw on up to date valuations from a growing list of 22 platforms and providers
- Integrate CRM data from intelliflo office, Iress Xplan and more
- Build your own custom integrations against our Open API
- Send data to Dynamic Planner through our low code integration
Committed to easy integration
Dynamic Planner is integrated with the industry’s major back-office systems and an ever-growing list of platforms and providers, granting access to up-to-date client and performance data.
Within Dynamic Planner, all data pulls through automatically into the processes you use, including client reviews, recommendations, cash flow plans and our client-facing mobile app, Tram.
Through our Open API and low code integrations we make it easy for our partners to integrate their systems with Dynamic Planner. These services are designed to meet the needs of integration teams to deliver meaningful projects quickly.
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