Dynamic Planner is a financial planning technology provider that supports advisers in delivering compliant, client-focused advice. Among its suite of tools, the platform includes functionality for electronic signatures, document processing and secure storage. These features are designed to streamline client communications, reduce manual paperwork and support regulatory compliance, particularly under Consumer Duty and data protection obligations.

Dynamic Planner’s document processing tools are embedded within its broader financial planning system. Documents such as reports, fact finds and financial plans can be generated within the platform and distributed digitally. Advisers can send documents directly to clients via the Dynamic Planner app, where clients can review, acknowledge and electronically sign them.