Dynamic Planner vs Redtail CRM
Dynamic Planner
dynamicplanner.comRedtail CRM
redtailtechnology.comSide by side
| Figure | Dynamic Planner | Redtail CRM |
|---|---|---|
| Price from | £0.67/mo | $3.25/mo |
| Free plan | — | — |
| Free trial | — | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | Yes |
| Plans published | 5 | 8 |
| Spec score · Financial Advisor Software | 8.7 (#4) | 8.5 (#5) |
| AI features | Review and Review Plus licences include live meeting transcription and structured AI meeting summaries. | Yes |
| Company legal name | The pricing page identifies the supplier as Dynamic Planner Ltd and gives company number 04741529. | LinkedIn identifies the company as Redtail Technology, Inc. |
| Founded | 2003 | 2003 |
| Headquarters | Reading, UK | Omaha, Nebraska, United States |
| 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. | Redtail advertises more than 100 integrations and names Orion, Schwab, and eMoney among its connected tools. |
| Rating on GetApp | 0.0 out of 5 from 0 reviews. | 4.1 out of 5 from 85 reviews |
Plans
Dynamic Planner
- Tram£8 a year
- Profiling£60 a month
- Review£124 a month
- Review Plus£179 a month
- EnterprisePriced on request
Redtail CRM
- Launch$39 a year
- Growth$59 a year
- EnterprisePrice not published
- Launch — annual billing$39 a month
- Launch — monthly billing$45 a month
- Growth — annual billing$59 a month
- Growth — monthly billing$65 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.
Redtail CRM
Redtail CRM is a customer relationship management product available on the web, iOS, and Android. Listed capabilities include a visual sales pipeline, email sync, AI features, marketing automation, and a mobile app. Launch costs $39 a year per user, billed yearly, and allows a maximum of 5 users. Growth costs $59 a year per user, billed yearly, with unlimited users. Redtail CRM has no free plan, though a 30-day free trial is available. The maker was founded in 2003 and is headquartered in Omaha, Nebraska, United States. Its web and mobile availability allows teams to access the product across the listed platforms. The plan structure distinguishes a small-team option with a user cap from a tier without a user limit, alongside a customizable Enterprise offering for larger organizations.