Dynamic Planner pricing
5 plans read from dynamicplanner.com
Tram£8 a year per client; VAT excludedclient mobile app · portfolio valuations · document approval · white-labelled · personalised content · AI meeting summaries Read 15 Oct 2026 · dynamicplanner.com
Profiling£60 a month per adviser; was £80/month; VAT excluded1–10 advisers · client profiling · risk questionnaires · retirement income, financial wellbeing and sustainability questionnaires · CRM integrations Read 15 Oct 2026 · dynamicplanner.com
Review£124 a month per adviser; VAT excluded1–100 advisers · Fact Find · client profiling and reviews · suitability · AI transcription and summaries · Insights · support desk Read 15 Oct 2026 · dynamicplanner.com
Review Plus£179 a month per adviser; VAT excluded1–100 advisers · all Review features · cash flow · cash-flow training Read 15 Oct 2026 · dynamicplanner.com
EnterprisePriced on request bespoke pricing100+ advisers · administrator controls · implementation · API access · dedicated account manager Read 15 Oct 2026 · dynamicplanner.com
In short
- Dynamic Planner has a free plan (Enterprise).
- Paid plans published: 4, from £8 a year.
- 1 plan is priced on request (Enterprise).
What the alternatives costAll alternatives →
| Tool | From | Free plan | Free trial |
|---|---|---|---|
| AdvisorEngine CRM | $5.75/mo | No | No |
| MoneyGuide | $10.42/mo | No | Yes |
| Conquest | — | Yes | Yes |
| Redtail CRM | $3.25/mo | No | Yes |
| Wealthbox | $59/mo | No | Yes |
| Advisor360° CRM | — | No | No |
| eMoney Advisor | — | No | Yes |
| FinStak | $60/mo | No | Yes |