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Dynamic Planner’s Open API: read, write, and react

Dynamic Planner’s Open API and Low Code solutions.

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Robust open API framework

At the heart of our integration strategy is the Dynamic Planner Open API – a robust framework that empowers you to build custom integrations tailored to your business needs.

For more detail and directions on how to access our Open API, our developer site and swagger documentation provides full technical details and field-level guidance.

Frequently asked questions about Dynamic Planner’s open API

What can the API do?

  • Write/update/delete data: Create or update client records, arrangements, and risk profiles directly from your CRM or back-office system.
  • Read data: Retrieve client details, risk levels, arrangements (investments, pensions, incomes, expenditures), valuations, and documents generated in Dynamic Planner.
  • Event triggers: Subscribe to events within Dynamic Planner (e.g., document creation, client updates) and trigger workflows or notifications in your own systems.
  • Low Code: For firms seeking rapid integration without heavy development, our low code integration platform sits atop the Open API, simplifying client data mapping and synchronisation.

How our customers use Dynamic Planner’s API

  • Automate client onboarding: Instantly create or update client records in Dynamic Planner when new clients are added to your CRM.
  • Document management: Retrieve client-facing reports and suitability documents.
  • Event-driven automation: Coming soon, firms will be able to trigger Fact Find invitations, meeting summaries, or compliance workflows based on actions performed in Dynamic Planner.

Why choose Dynamic Planner as your integration partner?

  • Open, flexible, and future-proof: Built to integrate with today’s systems and tomorrow’s innovations
  • Developer-friendly: Comprehensive API documentation and support
  • Proven at scale: Trusted by thousands of firms, from IFAs to the largest UK enterprise firms and networks, with integrations powering millions of advice journeys annually.
  • Continuous improvement: We’re always expanding our integration ecosystem and enhancing our API capabilities

Embrace a joined-up workflow with Dynamic Planner’s integrations

We are constantly expanding our list of platform, provider and CRM integrations to serve you up-to-date information seamlessly.

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Client Profiling

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