Dynamic Planner vs Snap Projections
Dynamic Planner
dynamicplanner.comSnap Projections
snapprojections.comSide by side
| Figure | Dynamic Planner | Snap Projections |
|---|---|---|
| Price from | £0.67/mo | $15/mo |
| Free plan | — | — |
| Free trial | — | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | — |
| Android | Yes | — |
| API | Yes | Yes |
| Plans published | 5 | 4 |
| Spec score · Financial Advisor Software | 8.7 (#4) | 7.7 (#14) |
| Data location | The AI Charter says client data is stored on Microsoft Azure infrastructure in the UK or European Economic Area. | The pricing page says customer data stored on Snap's servers resides physically in Canada. |
| Founded | 2003 | 2014 |
| Headquarters | Reading, UK | Toronto, Ontario, Canada |
| 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 support article says integrations can import or export client information and identifies OneBoss as a specific integration. |
| Purpose | Dynamic Planner is a digital financial planning and advice platform for UK advice firms and wealth managers, helping match consumers with suitable portfolios. | Snap Projections describes itself as financial planning software for Canadian financial advisors and planners. |
Plans
Dynamic Planner
- Tram£8 a year
- Profiling£60 a month
- Review£124 a month
- Review Plus£179 a month
- EnterprisePriced on request
Snap Projections
- Stress Testing add-on$15 a month
- Advisor Professional$69 a month
- Advisor Business$99 a month
- Advisor 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.
Snap Projections
Snap Projections has no write-up on Specifiction yet; its figures are above.