Dynamic Planner unveils agentic AI platform with 4 minute suitability reports

30 October 2026

Dynamic Planner is launching an agentic AI upgrade to its Digital Advice Platform, designed to unlock further capacity for firms to serve more clients, writes Rob Kingsbury.  The company said fragmented data, disconnected systems and administration often limited how many clients each adviser can serve. But with the launch, the belief that a single...