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The Advice-grade AI™ platform for financial advice

Unlocking trusted advice at scale

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Advice 2026

AI is reshaping financial advice

Adoption is accelerating. Capacity is rising. Agentic AI is moving onto the horizon. Explore the findings from almost 700 UK advice professionals.

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The future of financial advice, built to scale

Dynamic Planner powers your entire advice journey in an Dynamic Planner is the Advice-grade AI platform for financial advice, bringing Client Record, Investment Services, Advice & Planning and Client Engagement together in one connected platform.

Advice-grade AI connects data and workflows, reduces manual effort and strengthens suitability processes, helping firms to unlock capacity, improve advice quality and deliver personalised client experiences. Simple and intuitive, it supports advisers at every step whilst keeping them firmly in control.

Enterprise-grade, modular and configurable, with 26+ integrations and an Open API, Dynamic Planner adapts to your needs and scales as you grow. For every firm. For every adviser. For every client.

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Firms adopting Dynamic Planner see …

0%

Increase in clients per adviser

£0m

Increase in AUM per adviser

0x

ROI in 12 months

Transforming financial advice delivery

Dynamic Planner drives faster, smarter, scalable advice, unlocking productivity and suitability. Our platform promotes client value through automation, AI-driven insights, seamless integrations and client-centred workflows.

Review times are slashed, compliance strengthened and the client experience enhanced, freeing advisers up to focus on advice, not admin.

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Enough about us, what about you?

Over 40% of UK investment advice firms and over 160 asset managers use Dynamic Planner.

Read our success stories

Explore our latest content

Essential resources for advisers, compliance officers and firms.

Report

Advice 2026

Advice 2026 builds on the foundation of last year’s inaugural survey, tracking the vital signs of UK financial advice firms across growth, recruitment, regulation, and the future of the profession.

Download now

Video

Connected: A Dynamic Planner Podcast

Connected is Dynamic Planner’s podcast which tackles the issues that really matter to the UK’s investment and financial planning industry.

Listen now

Guide

Dynamic Planner Overview

An overview of our platform for you. In what ways can it benefit your firm and clients? Read summaries of main processes and start to see the value you can add to your business by adopting it.

Download

Report

Advice 2026

Advice 2026 builds on the foundation of last year’s inaugural survey, tracking the vital signs of UK financial advice firms across growth, recruitment, regulation, and the future of the profession.

Download now

Video

Connected: A Dynamic Planner Podcast

Connected is Dynamic Planner’s podcast which tackles the issues that really matter to the UK’s investment and financial planning industry.

Listen now

Guide

Dynamic Planner Overview

An overview of our platform for you. In what ways can it benefit your firm and clients? Read summaries of main processes and start to see the value you can add to your business by adopting it.

Download

Don’t just take our word for it

We’re dedicated to providing solutions and services we’re proud of. Our industry awards are a testament to our success.