Dynamic Planner will showcase live, in-platform AI designed to cut the time and cost of producing high-quality client recommendations. Built directly into Dynamic Planner’s core architecture (not bolted on), it combines structured planning data with unstructured client meeting content so advisers and paraplanners can move from conversation to recommendation-ready reporting quickly and consistently.

The demo will show how AI transcribes meetings, produces concise summaries, highlights key actions and risks, and supports clearer, more engaging client-ready wording, all within the core advice journey. Crucially, this avoids the cost and complexity of adding standalone point tools to your tech stack, with separate logins, data handoffs, training, governance and per-user fees.

Firms can use the capability out of the box with default best-practice prompts and reporting standards, or apply their own parameters so requirements around content, readability and quality are delivered consistently across the business.