At the heart of our integration strategy is the Dynamic Planner Open API – a robust framework that empowers you to build custom integrations tailored to your business needs.
Dynamic Planner Integrations: powering connected, automated advice
Enjoy the efficiencies of a joined-up advice process with automated valuations, CRM connections and Dynamic Planner’s Open API and Low Code solutions.
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Well-integrated software is key to unlocking capacity
Your systems of record need to communicate with each other and serve as accurate, up-to-date sources of truth.
Dynamic Planner is engineered from the ground up to be the connective tissue of your advice process. We believe that well-integrated software is the key to unlocking capacity, eliminating manual work, and delivering seamless, joined-up client experiences. That’s why Dynamic Planner is built to integrate deeply with the platforms, providers, CRMs and back-office systems you rely on every day.
We aim to be as open as possible and prioritise seamless integration with your other systems, enabling information to flow where you need it, when you need it, minimising rekeying.
Seamless integration with platforms, providers, and back-office systems
Dynamic Planner connects with the UK’s major platforms and product providers, as well as leading back-office and CRM systems such as intelliflo office, Iress Xplan, Time4Advice CURO, Salesforce, and more. Our integrations are designed to ensure that up-to-date client, performance and compliance data flows automatically through your advice process, with no more logging into multiple systems or rekeying data.
- Platform integrations: Automated valuations, daily platform valuations, and real-time updates from over 22 platforms and providers.
- Back-office integrations: Data flows with principal back-office solutions, supporting client contact details, financial plan data, documents, and risk profiles.
Within Dynamic Planner, all data pulls through automatically into the processes you use, including client reviews, recommendations, cash flow plans and our client-facing mobile app, Tram.
Eliminating re-keying through automation
Dynamic Planner’s integrations and API are not just about connectivity—they’re about transforming the speed and quality of your advice process.
Integrations that make a tangible difference for your firm
- Zero re-keying: Data entered once flows everywhere it’s needed, eliminating duplication and manual entry.
- Joined-up workflows: Automated data feeds drive every element of the advice journey, from client onboarding and profiling to cash flow planning, reviews, and suitability reports.
- Speed: Firms using our integrations report significant productivity gains, with 80% of reviews completed in under 35 minutes and suitability reports generated in as little as 4 minutes.
Why choose Dynamic Planner as your integration partner?
- Open, flexible, and future-proof: Built to integrate with today’s systems and tomorrow’s innovations
- Developer-friendly: Comprehensive API documentation and support
- Proven at scale: Trusted by thousands of firms, from IFAs to the largest UK enterprise firms and networks, with integrations powering millions of advice journeys annually.
- Continuous improvement: We’re always expanding our integration ecosystem and enhancing our API capabilities
“The valuation integrations in Dynamic Planner work very well. Instead of logging onto four platforms, you log onto Dynamic Planner once. The process is better.”
Howard Tingley, Financial Adviser
Tingley & Cooper Ltd
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