Side by side
Conquest vs Dynamic Planner
Both stand on financial advisor software. Which one you can start free with, which one lets you read the code, and what each costs once you pay.
Free trial APIWeb
Conquest brings multiple planning modes and financial planning areas into one engine, with API connections and access-controlled links to AI assistants. Pricing is on request, and the independent-advisor offering is limited to certified US-based advisors and boutique firms.
Visit Conquest
Paid AndroidAPIiPhone+1
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.
Visit Dynamic PlannerThe facts
| Conquest | Dynamic Planner | |
|---|---|---|
| Free plan | A free trial | No |
| Open source | No | No |
| Runs on | API, Web | Android, API, iPhone, Web |
| Lowest paid plan | Free or on request | Tram: £8 per client a year |
| Plans published | 4 | 5 |
| Maker | Not published | Not published |
| Website | conquestplanning.com | dynamicplanner.com |
| On financial advisor software | #4 of 31 | #8 of 31 |
Conquest: what it does well
- Supports self-directed, hybrid, and advisor-led planning.
- Covers retirement, tax, insurance, and estate planning.
- Open two-way API supports custom connections.
- Firms control access to connected AI assistants.
- Enterprise includes a named success team.
What to know first
- Pricing is available on request.
- No free plan is listed.
- The 14-day independent-advisor trial is upcoming.
- Self-serve targets certified US-based advisors and small teams.
Dynamic Planner: 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
Alternatives to Conquest Alternatives to Dynamic Planner The whole list