Dynamic Planner’s Agentic Advice Platform is the next stage of its established digital advice software, which covers fact finding, risk profiling, research, suitability, cash flow and client review. It combines existing client data and deterministic financial models, which give the same answer from the same inputs, with AI agents and connected workflows, aimed at the work that sits between advice conversations: writing up meetings, updating the fact find, checking reports against the firm’s standards and passing a case from one person to the next. Advisers and paraplanners use it day to day, compliance teams set the standards reports are checked against, and firm principals and network heads follow activity through Insights.