Audience
Wealth managers seeking a tool to ensure investment suitability, increase efficiency and demonstrate value to their clients
About Dynamic Planner
Dynamic Planner is the UK's leading Digital Advice Platform, trusted by more than 2,000 financial advice firms to support the delivery of high-quality financial advice. Founded in 2003, Dynamic Planner brings together accurate normalised data, trusted financial models, investment expertise, intelligent insights and automated work flows to support the entire advice journey, from client engagement and profiling through to financial planning, investment research, advice suitability and ongoing review.
Its Agentic Advice Platform brings together these established foundations with Advice-grade AI™, helping firms remove repetitive administration, connect workflows and create more adviser capacity. Built specifically for regulated financial advice, its AI capabilities are underpinned by robust governance, with Dynamic Planner being the first UK FinTech to achieve ISO/IEC 42001 certification for AI management systems.
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Pricing
Starting Price:
$198.30 per month
Company Information
Dynamic Planner
Founded: 2003
United Kingdom
dynamicplanner.com
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Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
Videos
Support
Online
Dynamic Planner Frequently Asked Questions
Q: What kinds of users and organization types does Dynamic Planner work with?
Dynamic Planner works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, and Startup.
Q: What languages does Dynamic Planner support in their product?
Dynamic Planner supports these languages: English.
Q: What kind of support options does Dynamic Planner offer?
Dynamic Planner offers support via online.
Q: What other applications or services does Dynamic Planner integrate with?
Dynamic Planner integrates with: Iress and Salesforce.
Q: Does Dynamic Planner have an API?
Yes, Dynamic Planner has an API.
Q: What type of training does Dynamic Planner provide?
Dynamic Planner provides training in the form of documentation, live online, webinars, and videos.
Q: How much does Dynamic Planner cost?
Pricing for Dynamic Planner starts at $198.30 per month.
