API Reference
Explore the complete set of Dynamic Planner Open APIs. Each service exposes a consistent, standards‑based interface designed to help you integrate client data, profiling, financial arrangements, notifications and more.

Overview

The Dynamic Planner APIs provide secure and structured access to core platform capabilities — including CRM data, risk profiling, financial arrangements, tracking information and real‑time event subscriptions. Each API follows a consistent RESTful pattern with standardised error handling, paging, authentication and diagnostic tracing.

Browse the service areas below to view their Swagger/OpenAPI specifications.

CRM API

CRM

Manage relationships and information about clients

This API lets your business keep track of who your clients are, who works for you, and how everyone is connected. It also helps you store and retrieve important documents and manage relationships between people and teams.

Finances API

FINANCES

Track and manage all financial arrangements for clients

This API helps your business record incomes, expenditures, investments, and pensions for each client. It's essential for financial planning, reporting, and compliance.

Profiling API

PROFILING

Assess client risk and gather insights through questionnaires

This API allows you to run risk assessments, collect questionnaire responses, and analyse risk levels. It's vital for compliance, suitability checks, and understanding client needs.

Tracking API

TRACKING

Monitor financial arrangements

This API is used to keep track of a clients investments and pensions and returns a list of finances. It's useful for ensuring data integrity and tracking changes over time.

Pub Sub API

PUB SUB

Automate notifications and event handling across systems

This API lets your business set up subscriptions to important events (like document creation) and receive notifications automatically. It's key for workflow automation and ensuring nothing is missed.