Dynamic Planner is engineered from the ground up to be the connective tissue of your advice process. We believe that well-integrated software is the key to unlocking capacity, eliminating manual work, and delivering seamless, joined-up client experiences. That’s why Dynamic Planner is built to integrate deeply with the platforms, providers, CRMs and back-office systems you rely on every day.
Dynamic Planner Integrations: powering connected, automated advice
Enjoy the efficiencies of a joined-up advice process with automated valuations and CRM connections.
Request Demo
Seamless integration with platforms, providers, and back-office systems
Dynamic Planner connects with the UK’s major platforms and product providers, as well as leading back-office and CRM systems such as intelliflo office, Iress Xplan, Time4Advice CURO, Salesforce, and more. Our integrations are designed to ensure that up-to-date client, performance and compliance data flows automatically through your advice process, with no more logging into multiple systems or rekeying data.
- Platform integrations: Automated valuations, daily platform valuations, and real-time updates from 22+ platforms and providers.
- Back-office integrations: Data flows with principal back-office solutions , supporting receipt of client contact details, financial plan data, documents, and risk profiles.
Eliminating re-keying through automation
Dynamic Planner’s integrations and API are not just about connectivity—they’re about transforming the speed and quality of your advice process.
- Zero re-keying: Data entered once flows everywhere it’s needed, eliminating duplication and manual entry.
- Joined-up workflows: Automated data feeds drive every element of the advice journey, from client onboarding and profiling to cash flow planning, reviews, and suitability reports.
- Speed: Firms using our integrations report significant productivity gains, with 80% of reviews completed in under 30 minutes and suitability reports generated in as little as 4 minutes .
“The valuation integrations in Dynamic Planner work very well. Instead of logging onto four platforms, you log onto Dynamic Planner once. The process is better.”
Howard Tingley, Financial Adviser
Tingley & Cooper Ltd
Read Case Study
