Dynamic Planner has added agentic artificial intelligence (AI) to its platform for financial advisers.
The firm said the upgrade to its existing range of tools is designed to unlock further capacity for advisers, using data, trusted models and proven workflows.
It adds to the existing automations to free-up time to focus on the human relationships with clients.
The company also unveiled a brand refresh at the event in London today (29 October) called Transforming Advice: Revealed.
Ben Goss, founder and CEO of Dynamic Planner, said: “Our groundbreaking research covering 659 established mid-market firms over a 19-month period already shows that the Transformers are serving 41% more clients on average and growing their assets under advice by £12m per adviser net of market movements.
“Yet advice is difficult to access because it is difficult to deliver at scale. Applying agentic AI to this foundation enables firms to remove even more of the friction which holds them back and to create more adviser capacity at scale. That is what our agentic upgrade is all about.
“Our vision is a world where everyone can access the financial advice they need and firms can service them profitably.”
See also: Autumn Budget 2026: Pensions unscathed as tax-free withdrawals stay at £268k
