Dynamic Planner targets annual reviews in latest AI plans for advisers

Annual review reports to be done in under five seconds

Isabel Baxter
clock • 3 min read

Advice technology provider Dynamic Planner has unveiled its latest plans for generative artificial intelligence (AI) use, including setting a benchmark in the time taken to produce annual review reports to under five seconds.

At its ‘Pioneering Tomorrow's Technology' conference today (12 February), Dynamic Planner CEO Ben Goss spoke about its 2025 developments including its plans for generative AI, the targeting a new benchmark in the time taken to produce annual review reports to under 5 seconds; an ‘AI Charter'; and a raft of new developments. Dynamic Planner this morning announced three developments, including today's launch of an adviser early adopter programme for the use of generative AI within Dynamic Planner. Dynamic Planner said that AI within a firm should capture unstructured data from client me...

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