Side by side
Dynamic Planner vs PlanTechHub
Both stand on financial planning software. Which one you can start free with, which one lets you read the code, and what each costs once you pay.
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 Planner Free plan Web
PlanTechHub brings several financial-planning disciplines and a client portal into one web service. Advisors can start with free access or choose pay-by-plan and Premium options.
Visit PlanTechHubThe facts
| Dynamic Planner | PlanTechHub | |
|---|---|---|
| Free plan | No | Yes |
| Open source | No | Not published |
| Runs on | Android, API, iPhone, Web | Web |
| Lowest paid plan | Tram: £8 per client a year | See the plans |
| Plans published | 5 | 3 |
| Maker | Not published | Not published |
| Website | dynamicplanner.com | plantechhub.com |
| On financial planning software | #14 of 34 | #18 of 34 |
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
PlanTechHub: what it does well
- Free access account available
- Covers cash flow, goals, taxes, insurance, and investments
- Client portal included
- Premium allows unlimited households and scenarios
- Monthly and annual commitments offered
What to know first
- PlanTechBasic prices vary from 5.00-50.00 USD
- Premium costs $90 a month
- Web platform only
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