Open Dynamic Planner
Dynamic Planner’s Open API approach is designed with developers in mind, making it incredibly easy for you to work against our API, and develop applications that take advantage of Dynamic Planner’s functionality in new and novel ways.
Deliver an integrated digital journey
Connecting your customer data with Dynamic Planner has never been easier. Our APIs ensure information stays aligned across systems, helping you deliver the seamless digital experience advisers expect.
Launch Dynamic Planner journeys with Low Code
Send client data and launch users into Dynamic Planner workflows without building a full API integration. Low Code’s guided UI takes care of matching, mapping and validation.
Premium Insights for deeper client understanding
If you’re exploring bulk‑data access or reporting use cases alongside the Open API, Insights may be the most suitable destination.
Five clearly defined capability areas covering the advice journey
Clients & Identity
Client records, relationships, documents & IDs
Keep client profiles, relationships and documents aligned across systems with reliable IDs and mappings.
Finances
Investments, pensions, income, expenditure & assets
Capture and retrieve financial arrangements and reference data to power planning, reporting and suitability.
Profiling
Fact Find, risk & sustainability questionnaires
Run digital questionnaires, store results and access risk levels and Losses & Gains modelling.
Tracking
Read‑only portfolio views for reporting
Present consolidated investments & pensions with risk context to support portals and MI dashboards.
Events & Notifications
Real‑time subscriptions for client & data changes
Subscribe to topics and receive event streams so downstream systems stay in sync without polling.
A Clear Integration Journey
A predictable, transparent path from exploration to live operational integration.
Trusted across the financial planning ecosystem
From CRMs and platforms to providers, Dynamic Planner powers deeply connected processes for thousands of advice firms through our 30+ direct integrations.
Partner With Us
Our integration ecosystem helps firms enhance advice quality, streamline workflows, and deliver connected customer journeys.