Dynamic Planner vs FE CashCalc
Dynamic Planner
dynamicplanner.com
FE CashCalc
fefundinfo.comSide by side
| Figure | Dynamic Planner | FE CashCalc |
|---|---|---|
| Price from | £0.67/mo | £80/mo |
| Free plan | — | Yes |
| Free trial | — | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| macOS | — | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | Yes |
| Plans published | 5 | 3 |
| Spec score · Financial Planning Software | 8.7 (#9) | 9.3 (#3) |
| Company history | YesPress reports that Dynamic Planner restructured and refocused on independent advisers and recurring licence subscriptions by the end of 2010. | FE fundinfo says it formed in 2019 following the merger of FE, fundinfo and F2C in 2017; its acquisition announcement says CashCalc was founded in Newport in 2014. |
| Developer documentation | Dynamic Planner publishes an API reference with Swagger/OpenAPI specifications and separate CRM integration guidance. | Technology partners receive API documentation, integration guides, endpoint specifications, sample code and integration patterns. |
| Founded | 2003 | FE fundinfo’s acquisition announcement says CashCalc was founded in Newport in 2014 and FE fundinfo formed in 2019 after the FE, fundinfo and F2C merger. |
| Headquarters | Reading, UK | London, United Kingdom |
| Licence model | The legal terms define Dynamic Planner as a software-as-a-service platform supplied under licence, rather than open-source software. | The opened terms provide no open-source licence; they describe a hosted subscription service owned and supplied by FE fundinfo. |
| Purpose | Dynamic Planner is a digital financial planning and advice platform for UK advice firms and wealth managers, helping match consumers with suitable portfolios. | FE CashCalc is an online financial planning suite for advisers that creates lifetime cashflow plans. |
| What it does | Dynamic Planner is a UK digital financial-planning and advice platform for advice firms and wealth managers, covering profiling, planning, suitability and reviews. | FE CashCalc is an online financial-planning suite for advisers and paraplanners centered on lifetime cashflow modelling. |
Plans
Dynamic Planner
- Tram£8 a year
- Profiling£60 a month
- Review£124 a month
- Review Plus£179 a month
- EnterprisePriced on request
FE CashCalc
- Paraplanner licenceFree
- Individual adviser licence£80 a month
- Group licencePriced on request
In their own words
Dynamic Planner
Dynamic Planner is a financial planning and advice platform for UK advice firms and wealth managers. Its workflow spans client profiling, cash-flow modelling, suitability reports, investment selection and ongoing reviews; firms can use the full platform or select modules. It includes client portal, goal planning, scenario analysis and investment planning, with integrations for intelliflo office, Iress Xplan, Time4Advice CURO and Salesforce. The maker says it 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 maker says client data is stored in Microsoft Azure infrastructure in the UK or EEA, encrypted, and handled in an environment compliant with ISO 27001 and GDPR. Its AI Charter describes user choice, human oversight and audit trails; the maker also says it holds ISO/IEC 42001 certification for AI management systems. Dynamic Planner is listed for web, Android, iOS and API use. Tram supports mobile phones, but not tablets or laptops, and the maker says it has no immediate plans for a web version. Prices are subject to VAT; listed plans include Profiling at £60 per month per adviser and Review at £124 per month per adviser.
FE CashCalc
FE CashCalc is an online financial planning suite for advisers that creates lifetime cashflow plans. Its modelling includes deterministic, stochastic and gross cashflow approaches, market simulations and stress testing. Advisers can map goals and life events on a visual timeline, then produce client-friendly reports comparing current and proposed plans. More than 35 calculators cover topics including pensions, mortgages, equity release, school fees and inheritance tax. Mortgage and protection planning is built in, with 10 calculators and stress tests at no extra cost. The service is available on web, iOS and Android, and advisers and clients can use the app to access an account or Portal. An optional Nexus Assistant records client conversations and completes fact-finds with an audit trail. The individual adviser licence is listed at £80 a month, billed at £80/month + VAT, and includes one free paraplanner licence. Larger firms can request bespoke group pricing.