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Dynamic Planner
Reading, UK
What it is
Dynamic Planner is a digital financial planning and advice platform for UK advice firms and wealth managers, designed to help match consumers with suitable portfolios. Its workflow spans client profiling, cash-flow modelling, suitability reports, investment selection, and ongoing reviews. Firms can deploy it end to end or choose modules to complement their current infrastructure or rollout plans. Named integrations include intelliflo office, Iress Xplan, Time4Advice CURO, and Salesforce. The maker says it provides automated valuations, daily platform valuations, and real-time updates from more than 26 platforms and providers. Live transcription and structured meeting summaries are included in Review and Review Plus licences. The AI Charter says users can opt in or out of AI, with human oversight and audit trails among the stated controls. The maker says client data is stored in Microsoft Azure infrastructure in the UK or EEA, encrypted, and handled in an environment compliant with ISO 27001 and GDPR. It also says it achieved ISO/IEC 42001 certification for AI management systems. Dynamic Planner is available on web, Android, iOS, and API. Pricing includes Tram at £8 a year, Profiling at £60 a month, Review at £124 a month, and Review Plus at £179 a month; prices are subject to VAT. Enterprise pricing is bespoke and not listed. Distribution Technology was founded in 2003; Dynamic Planner launched in early 2004.
For and against
For
- Covers profiling through ongoing client reviews
- Can be deployed as modules
- Lists integrations with four named back-office and CRM systems
- Includes AI meeting summaries in Review licences
- Offers web, Android, iOS, and API access
Against
- No free plan
- Prices are subject to VAT
- Tram supports phones; tablets and laptops are unsupported
The verdict
Dynamic Planner brings advice workflows, portfolio valuations, integrations, and meeting tools into a platform for UK firms. Buyers should consider the per-adviser plan prices and the available device support for Tram.
Who it suits
It is aimed at UK advice firms and wealth managers handling client profiling, portfolio selection, and ongoing reviews. Firms can choose an end-to-end deployment or select modules to fit their existing systems.
Plans and prices
Tram
client mobile app · portfolio valuations · document approval · white-labelled
Read 15 Oct 2026 · dynamicplanner.com
Profiling
1–10 advisers · client profiling · risk questionnaires · retirement income, financial wellbeing and sustainability questionnaires
Read 15 Oct 2026 · dynamicplanner.com
Review
1–100 advisers · Fact Find · client profiling and reviews · suitability
Read 15 Oct 2026 · dynamicplanner.com
Review Plus
1–100 advisers · all Review features · cash flow · cash-flow training
Read 15 Oct 2026 · dynamicplanner.com
Enterprise
100+ advisers · administrator controls · implementation · API access
Read 15 Oct 2026 · dynamicplanner.com
On the record
- Advice responsibility
- The terms state that Dynamic Planner is not authorised to provide financial advice and that advisers are responsible for advice given to customers.legal.dynamicplanner.com · read 8 Oct 2026
- Advice workflow
- The platform covers client profiling, cash-flow modelling, suitability reports, investment selection and ongoing reviews.dynamicplanner.com · read 8 Oct 2026
- AI certification
- The maker says it achieved ISO/IEC 42001 certification for Artificial Intelligence Management Systems.dynamicplanner.com · read 8 Oct 2026
- AI controls
- The AI Charter says users can choose to use AI or opt out, with human oversight and audit trails among its stated commitments.dynamicplanner.com · read 8 Oct 2026
- AI features
- Review and Review Plus licences include live meeting transcription and structured AI meeting summaries.dynamicplanner.com · read 15 Oct 2026
- AI meeting tools
- Live transcription and structured meeting summaries are included in Review and Review Plus licences.dynamicplanner.com · read 8 Oct 2026
- API authentication
- Every API call requires both a subscription key and an OAuth 2.0/OpenID Connect access token, with hybrid and client-credentials flows supported.open.dynamicplanner.com · read 15 Oct 2026
- API technology
- The developer documentation describes REST and JSON APIs with OAuth 2.0, paging, standard error structures, diagnostic tracing and idempotency guidance.pre-open.dynamicplanner.com · read 15 Oct 2026
- Cash-flow modelling
- Cash Flow uses a stochastic model linked to Dynamic Planner risk assumptions and automatically draws arrangements, income and expenditure from the platform.dynamicplanner.com · read 15 Oct 2026
- Client profiling
- The platform provides attitude-to-risk, capacity-for-risk, investor-experience, retirement-income, financial-wellbeing and sustainability questionnaires.dynamicplanner.com · read 15 Oct 2026
- Client reviews
- The Client Review module produces branded reports intended to support ongoing reviews and MiFID II requirements.dynamicplanner.com · read 15 Oct 2026
- Company facts
- LinkedIn lists Dynamic Planner as privately held, founded in 2003, headquartered in Reading, Berkshire, with 51–200 employees.uk.linkedin.com · read 15 Oct 2026
- Company history
- YesPress reports that Dynamic Planner restructured and refocused on independent advisers and recurring licence subscriptions by the end of 2010.yespress.io · read 15 Oct 2026
- Company legal name
- The pricing page identifies the supplier as Dynamic Planner Ltd and gives company number 04741529.dynamicplanner.com · read 15 Oct 2026
- Company scale
- The company About page says it is headquartered in Reading and has more than 130 people.dynamicplanner.com · read 15 Oct 2026
- Data feeds
- Data Feeds provide normalised CSV datasets covering clients, advice journeys, recommendations, valuations, outcomes and charges.dynamicplanner.com · read 15 Oct 2026
- Data location
- The AI Charter says client data is stored on Microsoft Azure infrastructure in the UK or European Economic Area.dynamicplanner.com · read 15 Oct 2026
- Developer documentation
- Dynamic Planner publishes an API reference with Swagger/OpenAPI specifications and separate CRM integration guidance.open.dynamicplanner.com · read 15 Oct 2026
