No. 22 of 34 ·Financial Planning Software

Dynamic Planner

Name: Dynamic Planner
Price: 8 GBP

Web · Android · iPhone · API · paid plans from £0.67/mo

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Freedom report

Two barsScore 5.2

Free tierNo free tier on record
Open codeNo open-source code on record
Runs widely3 of 6 device platforms
DocumentedPlans, terms and facts published

Dynamic Planner is ranked #22 of 34 in financial planning software on Freedom251. It runs on Android, API, iOS, Web. There is no free plan. Paid plans start at £0.67/mo.

Dynamic Planner plans and pricing

All plans

Tram £8/yr £8 per client per year; all prices subject to VAT; bundle pricing available with Review or Review Plus White-labelled financial planning app · mobile client app · portfolio valuations · document approval · personalised content · AI meeting summaries dynamicplanner.com · 8 Oct 2026

Profiling £60/mo £60 per month per adviser; was £80/month; all prices subject to VAT; no setup fee 1–10 advisers · client profiling · risk, retirement income, financial wellbeing and sustainability questionnaires · CRM integrations dynamicplanner.com · 8 Oct 2026

Review £124/mo £124 per month per adviser; all prices subject to VAT · £130 per adviser setup fee for small to medium firms, billed with first direct debit 1–100 advisers · fact find · profiling · client review · suitability · AI meeting transcription and summaries · support desk and hub · insights dynamicplanner.com · 8 Oct 2026

Review Plus £179/mo £179 per month per adviser; all prices subject to VAT · £130 per adviser setup fee for small to medium firms, billed with first direct debit 1–100 advisers · includes Review features · cash flow · cash flow training dynamicplanner.com · 8 Oct 2026

Enterprise Not published Bespoke pricing; contact to discuss 100+ advisers · Review Plus features or tailored modules · administrator controls · implementation · API access · dedicated account manager dynamicplanner.com · 8 Oct 2026

Compared on financial planning software

Free plan: No
Client portal: Yes

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The record

Purpose: Dynamic Planner is a digital financial planning and advice platform for UK advice firms and wealth managers, helping match consumers with suitable portfolios.
Advice workflow: The platform covers client profiling, cash-flow modelling, suitability reports, investment selection and ongoing reviews.
Modular deployment: Firms can deploy the platform end-to-end or select modules to complement existing infrastructure or rollout plans.
Integrations: Named back-office and CRM integrations include intelliflo office, Iress Xplan, Time4Advice CURO and Salesforce.
Valuation connections: The maker says it provides automated valuations, daily platform valuations and real-time updates from more than 26 platforms and providers.
AI meeting tools: Live transcription and structured meeting summaries are included in Review and Review Plus licences.
Security and data location: The AI Charter says client data is stored in Microsoft Azure infrastructure in the UK or EEA, encrypted, and handled in an environment compliant with ISO 27001 and GDPR.
AI certification: The maker says it achieved ISO/IEC 42001 certification for Artificial Intelligence Management Systems.
AI controls: The AI Charter says users can choose to use AI or opt out, with human oversight and audit trails among its stated commitments.
Tram security: Tram uses two-factor authentication, is regularly penetration tested by accredited third parties, and stores no client data on the device, according to its FAQ.
Tram device support: Tram supports mobile phones; tablets and laptops are not currently supported, and the maker says it has no immediate plans for a web version.
Advice responsibility: The terms state that Dynamic Planner is not authorised to provide financial advice and that advisers are responsible for advice given to customers.
Company history: The maker says its company, Distribution Technology, was founded in 2003 and Dynamic Planner launched in early 2004.
Founded: 2003
Price from: £0.67/mo

Where it ranks on Freedom251

Best Financial Planning Software in 2026#22 of 34
Best Financial Advisor Software in 2026#11 of 31

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Sources

dynamicplanner.com/about/· checked 8 Oct 2026
dynamicplanner.com· checked 8 Oct 2026
dynamicplanner.com/integrations/ecosystem-partners/· checked 8 Oct 2026
dynamicplanner.com/pricing/· checked 8 Oct 2026
dynamicplanner.com/ai-charter/· checked 8 Oct 2026
dynamicplanner.com/wp-content/uploads/2025/03/Tram-FAQs.pd· checked 8 Oct 2026
legal.dynamicplanner.com/terms/· checked 8 Oct 2026
dynamicplanner.com/blog/15-years/· checked 8 Oct 2026