Plannr Launched Integration With Dynamic Planner
Financial professionals can now automate data transfers between the two platforms to streamline client management.
Updated on Oct. 13, 2026 in Financial Planning
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Plannr has officially launched a new two-way integration with Dynamic Planner that is available to all users immediately. The system allows for the automatic movement of client information between both software platforms.
Why it matters
This connectivity enables advisers and paraplanners to synchronize client profiles and risk assessment results across different systems. The integration serves as the first step in a long-term agreement between the two firms.
The integration is currently live for all Plannr users, marking the first phase of a broader partnership between the two technology platforms.
The players
Plannr
A provider of financial planning software used by advisers and paraplanners to manage client data.
Dynamic Planner
A financial software company that provides risk analysis and planning tools for investment professionals.
The details
The integration automates the movement of client data by flowing specific details from Plannr into Dynamic Planner. Simultaneously, risk profile results are sent back from Dynamic Planner into the Plannr system. Advisers and paraplanners manage these automated data transfers through their existing accounts.
Timeline
The integration became live for all Plannr users on October 13, 2026.
Money Landscape
This move follows a long-standing industry trend toward interoperability between distinct fintech software suites. By linking CRM and risk tools, these platforms aim to reduce the administrative friction previously inherent in financial planning workflows.
Financial professionals should review their current software configuration to verify if the new integration is enabled. Households working with advisers using these tools may see more seamless updates to their risk assessments and financial profile information.
The takeaway
This software integration aims to improve efficiency for financial professionals by eliminating the need to move client data manually between systems. Users should contact their software administrators to confirm how these new data-flow capabilities can be optimized for their current client workflow.
Further reading
For more on managing digital tools and data security, visit our Financial Planning section.
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