Dynamic Planner does not currently offer SCIM-based user provisioning. Stepwork automates Dynamic Planner provisioning with 98% accuracy — no API required.
SCIM not clearly documented Complexity Vector: Regulated roles and approvals are UI-managed
It’s stressful when wealth planning platforms support SSO but SCIM provisioning isn’t clearly verifiable. …which is why teams use Stepwork to automate Dynamic Planner flows with 98% accuracy without needing an API.
Dynamic Planner supports SAML sign-on. Stepwork authenticates through your existing identity provider — the same way your employees do.
No. Dynamic Planner does not currently offer SCIM-based user provisioning, leaving IT teams to manage user lifecycle changes manually.
Stepwork automates Dynamic Planner provisioning through interface automation — the same way a human would, but with 98% accuracy and no API required. Record the flow once, and Stepwork runs it on demand or on a schedule.
Yes. Stepwork authenticates to Dynamic Planner through your existing identity provider (Okta, Microsoft Entra ID, 1Password, etc.) and completes MFA natively — including OTP, passkeys, and push notifications. No separate credentials or service accounts are needed.
See how Stepwork provisions users in Dynamic Planner with 98% accuracy — in a 15-minute demo.
Book a DemoThe primary risk is finance access governance becomes manual when scim isn’t clearly verifiable.. Additional risks include offboarding delays; role sprawl; audit friction. Stepwork eliminates these risks by automating the entire provisioning workflow.
No. Stepwork completes MFA exactly like a human user — supporting OTP, passkeys, push notifications, and other methods. It signs in through your existing identity provider via SAML, mirroring your organization's security posture.