Getting started

The first step to getting started with Dynamic Planner is to buy a full licence – the Ordering page explains how to do this.

To login, come to the Adviser Resource Centre at dynamicplanner.com, and click Dynamic Planner button in the Applications login box in the column on the left.

Enter the username and password sent to you by email, and click to login.

If you need more information when using Dynamic Planner, click the button in the top right corner of the application, to access the online knowledge base.

Support and training are also available through the Adviser Resource Centre, should you need it.

Note – your DT Passport username and password cannot be used to login to Dynamic Planner, please Buy licences and we will then send you a separate username and password to access Dynamic Planner.