Dynamic Planner vs Moneytree
Dynamic Planner
dynamicplanner.com
Moneytree
moneytree.comSide by side
| Figure | Dynamic Planner | Moneytree |
|---|---|---|
| Price from | £0.67/mo | $99.58/mo |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | — |
| Android | Yes | — |
| API | Yes | — |
| Plans published | 5 | 3 |
| Spec score · Financial Advisor Software | 8.7 (#4) | 7.2 (#28) |
| Spec score · Financial Planning Software | 8.7 (#9) | 7.2 (#26) |
| Company history | YesPress reports that Dynamic Planner restructured and refocused on independent advisers and recurring licence subscriptions by the end of 2010. | Moneytree says it was founded in 1981 and joined Accutech Systems Corporation in 2019. |
| Headquarters | Reading, UK | Muncie, Indiana, United States |
Plans
Dynamic Planner
- Tram£8 a year
- Profiling£60 a month
- Review£124 a month
- Review Plus£179 a month
- EnterprisePriced 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.