Dynamic Planner vs FinStak

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.

FinStak is a CRM for financial advisory practices, built on Zoho’s CRM platform. It tracks leads through sales funnels and supports multiple pipelines and deal stages. Workflows can send email notifications, create tasks and update fields. Built-in email marketing provides templates, drip campaigns and one-off messages, with campaign delivery and read tracking. Users can embed forms to collect leads and send surveys whose responses appear in CRM contact records. Security controls listed include audit logs, two-factor authentication, regular backups, and role and profile permissions. Two free data backups per month are included, with options to choose their frequency and day. FinStak Projects adds Gantt charts, tasks, issues and milestones. Calendar and task syncing is listed for Microsoft365 and Google, and mobile apps are available for iOS and Android. A free plan and a 14-day trial are listed. Paid plans start at $60 a month, billed per user; Basic, Pro and Premier also list setup fees of $500, $1,000 and $2,000, respectively.