Pricing
Dynamic Planner pricing
As dynamicplanner.com lists them, read 15 Oct 2026. The maker's own page has the final word.
| 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 |
From dynamicplanner.com.