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.
The 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.
See how Stepwork provisions users in Dynamic Planner with 98% accuracy — in a 15-minute demo.
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