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Dynamic Planner
AdvisoryAI
Best for
Risk modelling and fund certification. No research surface, no MPS or DFM.
Conversational AI and workflows for paraplanners, advisers, operations, and compliance roles.
Live transcription and AI summaries. Requires a separate review licence.
AI structures meeting notes, action items, captures nuanced soft-facts, and vulnerability flags. Saves you 30-45 mins per meeting.
Report builder with firm-policy embedding. Requires a separate review licence.
AI generates annual reports, suitability reports, LOA packs, and 10+ reports types from your templates. Saves you hours.
Compliance checks and Consumer Duty MI. Requires a separate review licence.
AI checks files, reports on Consumer Duty board, builds risk-prioritised review queues.
No discrete pre-meeting capability. Fact-find auto-population. Requires a separate review licence.
AI builds a prep pack from your back-office data and previous transcripts.
Open API, but no named back-office connectors.
Intelliflo, Plannr, Curo, XPlan available.
Zoom and Teams supported for live transcription. Review licence required to access.
Zoom, Teams, and Google Meet available.
Tram: white-label client-facing mobile app launched 2024. Adviser-facing mobile app not mentioned.
iOS and Android, for recording in-person meetings, with automatic sync.
Data stored in Microsoft Azure UK or EEA. UK GDPR compliant.
UK GDPR compliant, with UK data residency.
Not mentioned.
SOC 2 Type II in progress.
ISO/IEC 42001 certified Nov 2025, a UK FinTech first. FCA uses its risk modelling.
ISO 27001 and FCA AI Lab in progress. AES-256, MFA, tenant isolation.
Per-user licences. AI features need a separate review licence on top.
Per module, per user.
Sales-gated, no public pricing.
Meeting notes £99, suitability £299, compliance £99.
Annual licences. Billing cadence not mentioned.
Monthly or discounted annual.
Not mentioned.
30 days money-back guarantee.
Firm-specific policy embedding and mature report configuration tools.
AdvisoryAI expert team rebuilds your existing templates for you.
Support available given 20-year history.
Dedicated support during UK office hours.
Not mentioned.
Dedicated account manager through onboarding.
Onboarding process not mentioned.
Our team builds your templates, connects your back-office, and provides training for every role.
What choosing AdvisoryAI means for your firm
case studies
What advisers say about AdvisoryAI
Join 2,000+ advisers across 400+ UK firms who save up to 80% on admin
how to switch
Switching from Dynamic Planner? Here's how.
Migration support included:
Dynamic Planner data export
Template rebuild from your existing outputs
Intelliflo / Plannr / Curo / XPlan integrations
Training for advisers and paraplanners
Dedicated CSM through cutover
1
Week 1
Demo and scope
Free demo using your firm's own templates and back-office data, no second-tier review licence. Scope confirmed in writing.
2
Week 2-3
Template build and back-office connect
We rebuild your templates inside AdvisoryAI and connect your back-office in week 2. Dynamic Planner keeps running risk-profiling alongside.
3
Week 4
Live in your firm
Cutover with a dedicated CSM. Training for every role in parallel. Most firms keep Dynamic Planner alongside for risk-profiling.
As featured in
FAQs
Why should we choose AdvisoryAI over Dynamic Planner?
The two products start from different places. Dynamic Planner is built around risk profiling and financial planning, with AI added as an optional layer in 2025 behind a separate review licence. AdvisoryAI covers five firm roles from a single conversation, advisers, paraplanners, compliance, ops, and admin, with every AI capability included in the base licence from day one. If your firm wants meeting notes, suitability reports, compliance file-checking, investment research across 120+ DFMs, and operational tools all in one place without a second licence gate, AdvisoryAI is the fit.
How does moving to AdvisoryAI from Dynamic Planner work?
Dynamic Planner is the established risk-profiling standard. Why add AdvisoryAI?
Can we run both AdvisoryAI and Dynamic Planner during transition?
What happens to our Dynamic Planner templates and data?
How long does onboarding take?
Is our client data secure and where is it stored?
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For questions or partnerships,
contact us at team@advisoryai.com
For product support, help, contact us at support@advisoryai.com
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