Dynamic Planner is a long-established technology provider in the financial advice sector, offering a suite of tools designed to support advisers in delivering compliant, personalised and efficient financial planning.

The platform is built around a structured advice process that includes risk profiling, cash flow modelling, suitability reporting and client engagement. In recent years, Dynamic Planner has introduced a range of artificial intelligence (AI) tools and services that enhance its core functionality. These AI features are designed to automate key tasks, improve data accuracy and increase adviser capacity, all while maintaining a human-in-the-loop approach to ensure quality and compliance.

In 2025 Dynamic Planner became the first UK FinTech to achieve ISO/IEC 42001, the Artificial Intelligence Management System certification held by only a select few companies in the world. This provides a framework for ethics, transparency and risk management under which all of its AI features are developed and delivered