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Dynamic Planner
What Dynamic Planner is
Dynamic Planner is a financial planning and advice platform for UK advice firms and wealth managers. It supports work from client profiling and cash-flow modelling through suitability reports, investment selection and ongoing reviews. Firms can deploy the platform end to end or select modules to complement their existing systems and rollout plans. Named integrations include intelliflo office, Iress Xplan, Time4Advice CURO and Salesforce. The maker says the platform provides automated valuations, daily platform valuations and real-time updates from more than 26 platforms and providers. Review and Review Plus licences include live meeting transcription and structured summaries. The platform is available on web, Android and iOS, with API access. Published plans include Profiling at £60 a month per adviser, Review at £124 a month per adviser and Review Plus at £179 a month per adviser; prices are subject to VAT, and some plans have setup fees. Tram is listed at £8 a year per client. The maker’s company was founded in 2003; Dynamic Planner launched in early 2004.
Who it suits
It is aimed at UK advice firms and wealth managers that need tools for client profiling, cash flow, suitability work, investment selection or ongoing reviews. Modular deployment may suit firms adding selected capabilities to an existing setup.
What it does well
- Covers profiling through ongoing client reviews
- Can be deployed as modules or end to end
- Integrates with named back-office and CRM systems
- Provides valuation updates from more than 26 providers
- Review licences include AI meeting transcription and summaries
What to know first
- No free plan
- Published plan prices are subject to VAT
- Review and Review Plus have setup fees
- Tram does not support tablets or laptops
Limits
Tram costs £8 per client per year, with VAT applicable; bundle pricing is available with Review or Review Plus. Profiling covers 1–10 advisers. Review and Review Plus cover 1–100 advisers and have a £130 per-adviser setup fee for small to medium firms, billed with the first direct debit.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Review | per adviser; VAT excluded · 1–100 advisers · Fact Find · client profiling and reviews · suitability · AI transcription and summaries · Insights · support desk | £124 a month |
| Review Plus | per adviser; VAT excluded · 1–100 advisers · all Review features · cash flow · cash-flow training | £179 a month |
| Profiling | per adviser; was £80/month; VAT excluded · 1–10 advisers · client profiling · risk questionnaires · retirement income, financial wellbeing and sustainability questionnaires · CRM integrations | £60 a month |
| Tram | per client; VAT excluded · client mobile app · portfolio valuations · document approval · white-labelled · personalised content · AI meeting summaries | £8 a year |
| Enterprise | bespoke pricing · 100+ advisers · administrator controls · implementation · API access · dedicated account manager | On request |
As dynamicplanner.com lists them, read 15 Oct 2026. The maker's own page has the final word.
Getting started
- Visit the Dynamic Planner website.
- Choose a plan based on adviser count and required modules.
- Contact the maker to discuss bespoke Enterprise pricing, if needed.
- Use the available web, Android or iOS platform, or API access.
Verdict
Dynamic Planner brings multiple stages of financial planning into a platform that firms can use as a whole or by module. Firms should account for plan pricing, VAT and any applicable setup fees when considering it.
Questions
Is there a free plan?
No. Dynamic Planner is listed as paid, with no free plan.
What does it cost?
The listed plans include Tram at £8 per client per year, Profiling at £60 per adviser per month, Review at £124 per adviser per month and Review Plus at £179 per adviser per month. Prices are subject to VAT; Enterprise has bespoke pricing.
Which platforms does it support?
Dynamic Planner is available on web, Android and iOS, and offers API access.
Which integrations are named?
Named back-office and CRM integrations are intelliflo office, Iress Xplan, Time4Advice CURO and Salesforce.
Does it include cash-flow modelling and a client portal?
Yes. The listed capabilities include cash-flow modelling and a client portal.
Who is responsible for financial advice?
The terms state that Dynamic Planner is not authorised to provide financial advice. Advisers are responsible for advice given to customers.
Facts from Dynamic Planner's own pages
- 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. · legal.dynamicplanner.com, 8 Oct 2026
- Advice workflow
- The platform covers client profiling, cash-flow modelling, suitability reports, investment selection and ongoing reviews. · dynamicplanner.com, 8 Oct 2026
- AI certification
- The maker says it achieved ISO/IEC 42001 certification for Artificial Intelligence Management Systems. · dynamicplanner.com, 8 Oct 2026
- 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. · dynamicplanner.com, 8 Oct 2026
- AI features
- Review and Review Plus licences include live meeting transcription and structured AI meeting summaries. · dynamicplanner.com, 15 Oct 2026
- AI meeting tools
- Live transcription and structured meeting summaries are included in Review and Review Plus licences. · dynamicplanner.com, 8 Oct 2026
- API authentication
- Every API call requires both a subscription key and an OAuth 2.0/OpenID Connect access token, with hybrid and client-credentials flows supported. · open.dynamicplanner.com, 15 Oct 2026
- API technology
- The developer documentation describes REST and JSON APIs with OAuth 2.0, paging, standard error structures, diagnostic tracing and idempotency guidance. · pre-open.dynamicplanner.com, 15 Oct 2026
- Cash-flow modelling
- Cash Flow uses a stochastic model linked to Dynamic Planner risk assumptions and automatically draws arrangements, income and expenditure from the platform. · dynamicplanner.com, 15 Oct 2026
- Client profiling
- The platform provides attitude-to-risk, capacity-for-risk, investor-experience, retirement-income, financial-wellbeing and sustainability questionnaires. · dynamicplanner.com, 15 Oct 2026
- Client reviews
- The Client Review module produces branded reports intended to support ongoing reviews and MiFID II requirements. · dynamicplanner.com, 15 Oct 2026
- Company facts
- LinkedIn lists Dynamic Planner as privately held, founded in 2003, headquartered in Reading, Berkshire, with 51–200 employees. · uk.linkedin.com, 15 Oct 2026
- Company history
- YesPress reports that Dynamic Planner restructured and refocused on independent advisers and recurring licence subscriptions by the end of 2010. · yespress.io, 15 Oct 2026
- Company legal name
- The pricing page identifies the supplier as Dynamic Planner Ltd and gives company number 04741529. · dynamicplanner.com, 15 Oct 2026
- Company scale
- The company About page says it is headquartered in Reading and has more than 130 people. · dynamicplanner.com, 15 Oct 2026
- Data feeds
- Data Feeds provide normalised CSV datasets covering clients, advice journeys, recommendations, valuations, outcomes and charges. · dynamicplanner.com, 15 Oct 2026
- Data location
- The AI Charter says client data is stored on Microsoft Azure infrastructure in the UK or European Economic Area. · dynamicplanner.com, 15 Oct 2026
- Developer documentation
- Dynamic Planner publishes an API reference with Swagger/OpenAPI specifications and separate CRM integration guidance. · open.dynamicplanner.com, 15 Oct 2026
- Documentation and support
- Customers receive a 24/7 Support Hub with videos, user guides, FAQs and due-diligence material, plus a customer-success team and support desk. · dynamicplanner.com, 15 Oct 2026
- Fact Find
- Its Fact Find module lets advisers collect client information digitally and invite clients to complete information remotely. · dynamicplanner.com, 15 Oct 2026
- Founded
- 2003 · dynamicplanner.com, 28 Sept 2026
- Headquarters
- Reading, UK · dynamicplanner.com, 28 Sept 2026
- Independent market comparison
- Professional Adviser described Dynamic Planner as an established 2003 financial-planning tool facing competitors including MoneyScope and Voyant. · professionaladviser.com, 15 Oct 2026
- Integrations
- The home page says the platform has more than 26 integrations, while its Open API site describes 30-plus direct CRM, platform and provider integrations. · dynamicplanner.com, 15 Oct 2026
Where Dynamic Planner stands on Freedom251
- Financial Advisor Software#8 of 31
- Financial Planning Software#14 of 34