Dynamic Planner is a financial planning technology provider that supports advisers in delivering compliant, client-focused advice. One of its key components is the client portal, designed to enhance digital engagement between advisers and their clients. The portal provides a secure, user-friendly interface through which clients can access financial reports, complete digital fact finds, approve documents and track progress against financial goals. This functionality supports Consumer Duty obligations and helps advisers deliver a more transparent and collaborative advice experience.

The branded client portal is embedded within Dynamic Planner’s broader financial planning ecosystem. It integrates with the platform’s cash flow planning, report generation and document processing tools. Clients can receive reports, complete fact finds and acknowledge documents directly through the portal.