The new look Dynamic Planner
We’ve refreshed our brand to better reflect the Dynamic Planner of today and tomorrow.
Built on trusted data, proven financial models, connected workflows and Advice-grade AI™, Dynamic Planner helps firms transform how they deliver advice, creating capacity to serve more clients and grow.
Transforming Advice: Revealed
Missed our launch event on 29 October? Watch the full recording of Transforming Advice: Revealed, where we introduced the next evolution of Dynamic Planner, our Agentic Advice Platform upgrade.
One platform for the entire advice journey
Risk profiling is an important part of our heritage, but Dynamic Planner is a comprehensive Digital Advice Platform.
Today, our platform and connected ecosystem brings together the technology, data and intelligence advice firms need across the advice journey, helping them reduce administration, create capacity and deliver better client experiences.
Our platform brings together four connected areas:
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Client record
Connected client data providing a more complete view of each client’s financial circumstances.
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Investment services
Whole-of-market investment research, risk analysis and portfolio insights.
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Advice & planning
From profiling and cash flow planning to suitability reporting and ongoing reviews.
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Client engagement
Digital tools that help advisers and clients stay connected throughout their financial journey.
Building on trusted foundations
Alongside our new identity, we’re introducing the next evolution of our established Digital Advice Platform.
Our agentic upgrade combines trusted data, proven financial models, connected workflows and Advice-grade AI™ to help firms work more efficiently.
By automating routine tasks and reducing friction across the advice journey, we’re helping advisers spend less time on administration and more time with their clients.
Our approach keeps the adviser firmly in control, combining the benefits of AI with the trusted financial models and human expertise that underpin quality financial advice.
Transforming advice. Proven in practice.
Our research into 659 established advice firms over 19 months demonstrates what’s possible when firms use technology to create capacity.
41%
More clients per adviser
£12m
Additional assets under management per adviser Adjusted for market performance
The highest-performing firms achieved these results while spending only around 3% more time on the Dynamic Planner platform, demonstrating how technology can support greater efficiency and sustainable growth.
Figures relate to the top-performing quartile of established mid-market firms in our Creating Capacity research over 19 months. Results are observational and do not establish that Dynamic Planner alone caused the improvements.
Unlocking trusted advice at scale
Our new identity reflects the ambition that has always driven Dynamic Planner.
We believe in a world where everyone can access the financial advice they need.
To achieve this, advice firms need to be able to serve more people without compromising the quality of advice or the human relationships at its heart.
By bringing together technology, data, investment intelligence, automation and AI, we’re helping firms unlock capacity, support more clients and build stronger businesses.
Our look has changed. Our commitment hasn’t.
The same Dynamic Planner. The same commitment.
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If you’re already a Dynamic Planner customer, there’s nothing you need to do as a result of our new identity.
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You’ll start to see our refreshed branding introduced across our website, communications, platform and supporting materials over the coming weeks and months.
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Your existing services and access remain unchanged by the rebrand, and we’ll continue investing in the technology and support you rely on.
Frequently asked questions
Why has Dynamic Planner refreshed its brand?
Our new identity better reflects the Dynamic Planner of today. While risk profiling remains an important part of our heritage, we’ve evolved into a comprehensive Digital Advice Platform supporting the entire advice journey. Our refreshed identity reflects the breadth of our technology, the trust we’ve built and our continued commitment to transforming financial advice.
Is Dynamic Planner still the same company?
Yes. We’re still the award-winning Dynamic Planner, with the same commitment to our customers, partners and the wider financial advice industry.
What is the Agentic Advice Platform?
Our agentic upgrade builds on our established Digital Advice Platform, combining trusted data, proven financial models, connected workflows and Advice-grade AI™. It’s designed to automate routine tasks, reduce administration and help advisers serve more clients efficiently.
Will the platform look different?
You’ll see our new visual identity introduced progressively across the platform and our communications. Any functional changes or new capabilities will be communicated separately.
Will my existing services change?
The rebrand itself doesn’t change your existing services. We will continue developing the platform and introducing enhancements in line with our product roadmap.
Will I automatically receive the new AI capabilities?
Access to new capabilities will depend on your licence and the relevant product rollout. We’ll provide further details about availability and access options.
Will my contract or pricing change?
The rebrand itself does not affect existing contracts or pricing arrangements.
Do I need to do anything?
No. There’s nothing you need to do as a result of our new brand identity.
Where can I get support?
You can continue accessing our customer support team through the usual channels.
Discover the new Dynamic Planner
A new look. The same ambition. A more connected, intelligent platform for financial advice.