Dynamic Planner vs myprosperity
Dynamic Planner
dynamicplanner.com
myprosperity
myprosperity.com.auSide by side
| Figure | Dynamic Planner | myprosperity |
|---|---|---|
| Price from | £0.67/mo | A$14.95/mo |
| Free plan | — | Yes |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | Yes |
| Plans published | 5 | 6 |
| Spec score · Financial Planning Software | 8.7 (#9) | 8.8 (#6) |
| Documentation and support | Customers receive a 24/7 Support Hub with videos, user guides, FAQs and due-diligence material, plus a customer-success team and support desk. | The company provides partner and client help centres, guides, videos, webinars and technical support contact options. |
| Founded | 2003 | 2011 |
| Headquarters | Reading, UK | The contact page gives the address Level 12, 15 William Street, Melbourne, Victoria 3000, Australia. |
| Integrations | The home page says the platform has more than 26 integrations, while its Open API site describes 30-plus direct CRM, platform and provider integrations. | The integrations catalogue covers practice and document management, DocuSign, SMSF and fund feeds, direct banking or portfolio feeds, real-estate valuations and motor valuations. |
| Purpose | Dynamic Planner is a digital financial planning and advice platform for UK advice firms and wealth managers, helping match consumers with suitable portfolios. | myprosperity is a client portal for accountants and advisers to collaborate with clients across their financial lives. |
| Rating on GetApp | 0.0 out of 5 from 0 reviews. | GetApp shows 0 reviews and no calculated rating. |
| 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. | myprosperity is a cloud client portal that lets households and financial professionals share information, communicate and manage financial data in one place. |
Plans
Dynamic Planner
- Tram£8 a year
- Profiling£60 a month
- Review£124 a month
- Review Plus£179 a month
- EnterprisePriced on request
myprosperity
- StarterFree
- ProA$14.95 a month
- ConnectA$279 a month
- EnhanceA$399 a month
- AccelerateA$749 a month
- Mobile FirstA$1,500 a month
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.
myprosperity
myprosperity is a client portal for accounting and financial advice firms to collaborate with clients across their financial lives. Firms can use provided templates or turn paper forms into branded digital forms, and every plan includes DocuSign signing. Rooms brings chat, document uploads, signing and collaboration among clients, staff and outside professionals together. Live data feeds can bring current information from banks, property, car, planning and investment platforms. Client tools include a live balance sheet, household profit and loss, budgeting, goal tracking, document storage and an Executor Kit. The portal is available on web, Android and iOS. The company describes the service as read-only, with no ability to move money into or out of linked accounts; it also says it uses 256-bit encryption, is ISO 27001 certified and supports multi-factor authentication. Starter is free, and Pro costs A$14.95 a month per user, excluding GST. Firm plans begin with Connect at A$279 a month, plus GST, on a 12-month commitment. Mobile First has a 24-month commitment.