Dynamic Planner Information

At Dynamic Planner, our vision is simple: to close the advice gap by unlocking trusted advice at scale and help more people access suitable, trusted financial advice. Since 2003, we have combined technology, data, behavioural insight and asset risk modelling to support financial advice firms across the UK. Today, we have the UK’s leading AI-powered digital advice platform, trusted by more than 40% of the industry and used by thousands of advice professionals to support millions of investors. Our AI-powered platform helps advisers bring the advice journey into one end-to-end experience. From client engagement, onboarding and risk profiling through to financial planning, investment suitability, reporting and ongoing reviews. With AI-assisted processes, powerful integrations and deep investment insight, we help firms work more efficiently, deliver consistent advice, unlock capacity and deliver better client experiences at scale. We are a growing, ambitious and multi-award-winning business with a strong culture, clear purpose and exciting future. Our people are passionate about building products and services that make a real difference for advice firms, asset managers and the clients they serve. We are proud of our inclusive culture, recognised by the 2024 PIMFA Diversity and Inclusion Award, and we want colleagues to feel able to do great work, grow their careers and bring their whole selves to work