Technology you can trust to underpin your wealth and financial planning processes, and investment propositions. Dynamic Planner efficiently houses hierarchical permissions, complying with your systems and controls.

A cutting-edge report builder enables you to produce tailored, magazine-quality suitability reports. Paint your client-facing screens in your house tone. And introduce fresh, new digital touchpoints with your clients.

Create your own, bespoke technology stack with Dynamic Planner’s open API architecture, integrated with your business’ back office and platforms. With Dynamic Planner at the heart of your organisation, deliver your processes and propositions your way.


Make Dynamic Planner your own. Create your own beautiful report range, alongside powerfully personalising engaging, digital client-facing touchpoints.

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Seamlessly integrate Dynamic Planner with your firm’s back office, platforms and providers. Save time. Avoid rekeying. Securely flow your clients’ data into and out of Dynamic Planner.

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Open API

Simpler. Quicker. And more sustainable integrations with Dynamic Planner. Get your clients’ data into and out of Dynamic Planner, delivering the seamless technology experience users expect today.

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