AJ Bell Investcentre is pleased to announce the integration of Dynamic Planner, one of the UK’s leading digital advice software platforms.
The integration, which went live on 10 October 2025, will more seamlessly deliver bulk client valuations from AJ Bell directly into Dynamic Planner. It is fully compatible with Dynamic Planner’s digital mobile app, Tram, powering the data and information that is delivered straight to advisers and their clients, ultimately resulting in more time saved for advisers and better outcomes for clients.
AJ Bell’s partnership with Dynamic Planner is evidence of continued investment in its advised business to further alleviate the administrative burden for advisers using its platform.
Mark Rendle, AJ Bell advised product director, says:
“The integration of Dynamic Planner’s bulk client valuation capabilities will further enhance our award-winning advised proposition by making previously long-winded manual tasks possible at the touch of a button. This partnership with Dynamic Planner once again demonstrates our commitment to ensure advisers have access to the tools and services they need to plan for clients efficiently.
“Amid an increasingly uncertain regulatory environment, particularly with the proposed inclusion of pensions in IHT, financial advice has never been more important. The integration of technology improves the way advisers can help clients navigate that environment and is something that we will continue to build upon to ensure the best possible customer outcomes now and in future.”
Rowan Whittington, product director at Dynamic Planner, says:
“We’re focused on giving firms the most seamless way to serve clients and expanding our ecosystem is central to that. This new partnership with AJ Bell adds another high-quality valuation feed so advisers have instant visibility of holdings and AJ Bell clients on our Tram app will see those updates every day.
“Integrations like this are a fundamental part of our long-term strategy to continuously enhance the flow of information to and from Dynamic Planner as the system of record. We look forward to working closely with AJ Bell to deliver the best service possible for their clients.”
Chanelle Paynter, associate research director at NextWealth, adds:
“Our recent research highlights how critical data and tech integration is to advisers. That’s why it’s encouraging to see AJ Bell integrate with Dynamic Planner’s digital financial planning and advice software. This move, alongside improvements in AJ Bell’s adviser review scores across key areas such as support provided, integration with other tech, and willingness to recommend, signals an investment in making adviser lives easier.”