Where Independence Meets Innovation
Meet Your New Dynasty AI Assistant
It’s always on, always learning, and ready to help you engage clients smarter and faster. Say goodbye to digging through CRMs and financial records. Get instant insights, summaries, and personalized recommendations in seconds.
Key Features:
Client Summary Widget
Instantly view a high-level snapshot of each client, helping you prepare faster and engage smarter.
Saved AI Reports
Access pre-meeting summaries, personalized touchpoint ideas, and custom AI-generated responses tailored to your preferred style and questions.
Comprehensive Data Coverage
Seamlessly integrates CRM activities, including tasks, events, calls, emails, and notes, with financial data to deliver a complete, contextual client story.
Introducing the AI-Enabled Dynasty Desktop
Built for Advisors. Designed for Scale. Powered by AI.
At the center of this experience is the Dynasty Desktop, a unified interface where advisors can see their entire business in one place. From planning and reporting to CRM-driven client insights and TAMP-powered investment management, Dynasty Desktop is how advisors bring strategy and execution together.
Discover the five innovative features that make Dynasty the go-to platform for independent financial advisors seeking growth and efficiency:
1. Dynasty Desktop: Your Single Pane of Glass
A fully integrated, AI-enabled platform that brings together essential tools, including CRM, a leading TAMP, financial planning, client reporting, and more, into one seamless experience. Dynasty Desktop streamlines advisor workflows, helping you grow your business and better serve your clients.
2. Client 360+AI: Deep Insights, Smarter Decisions
Client 360+AI provides a comprehensive view of each client, combining key data with intelligent prompts to help you take the right action at the right time. Deliver more personalized advice, strengthen relationships, and uncover new opportunities to grow your book of business.
3. My Day & Private AI Chat: Stay Focused, Stay Ahead
My Day keeps you organized with a personalized dashboard that highlights your most important tasks and opportunities. Need quick answers or support? Private AI Chat is your always-ready assistant, helping you navigate tools, data, and client needs with ease and efficiency.
4. Flow Analytics: Clarity That Powers Performance
Flow Analytics helps you monitor key metrics, uncover patterns, and make confident, data-driven decisions. From onboarding to revenue forecasting, it gives you the visibility you need to run your business efficiently and identify new opportunities for growth.
5. Turnkey & Customizable: Built for Your Firm
Dynasty’s platform is easy to adopt and customizable to your business. Supported by a fully engaged, experienced team, every tool is tailored to your unique business—so you can focus on serving clients and scaling your firm.
The Smarter Way to Build Your RIA’s Tech Stack
"We’ve engineered more than just a tech stack. We’ve built a platform that simplifies operations, deepens client relationships, and supports scalable growth."
- Leslie Norman, Dynasty Chief Technology Officer
Our platform connects the essential functions of an advisory firm into one integrated system:
- Business Operations: Billing, Cybersecurity, Compliance, Accounting
- Investment Management: TAMP, Reporting, Planning
- Data Analytics: Data Aggregation, Business Intelligence
- Client Engagement: Marketing, Client Portal, CRM
Dynasty builds technology for business owners who happen to be advisors — where data fuels strategy and client engagement is driven by deep insights. All in one seamless experience.
Dynasty's Technology Platform
Ready to Grow Your Business and Better Serve Your Clients?
Dynasty’s platform brings every part of your advisory business into one unified system, designed to help you operate smarter, grow faster, and deliver more value to your clients. Ready to see what’s possible? Schedule a confidential call with our team to see how we can help you build a more efficient, scalable firm.
Whether you're launching your RIA, joining a like-minded firm in the Dynasty Network, or growing what you've already built, Dynasty offers tailored solutions to support your vision for independence.