Dynamic Planner vs Wealthbox
Dynamic Planner
dynamicplanner.comWealthbox
wealthbox.comSide by side
| Figure | Dynamic Planner | Wealthbox |
|---|---|---|
| Price from | £0.67/mo | $59/mo |
| Free plan | — | — |
| Free trial | — | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | Yes |
| Plans published | 5 | 5 |
| Spec score · Financial Advisor Software | 8.7 (#4) | 8.5 (#6) |
| AI features | Review and Review Plus licences include live meeting transcription and structured AI meeting summaries. | Yes |
| Founded | 2003 | Wealthbox says cofounders John Rourke and Dan Ferranti started the company in 2014. |
| Headquarters | Reading, UK | A 2025 Providence Business First report says Starburst Labs was founded in New York and is now headquartered in Providence. |
| 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. | Wealthbox advertises more than 150 pre-built integrations covering custodians, planning software, document storage, email and calendars. |
| Rating on GetApp | 0.0 out of 5 from 0 reviews. | 4.7 out of 5 from 145 reviews |
| 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. | Wealthbox is a CRM for financial advisors that centralizes client relationships, collaboration and practice workflows. |
Plans
Dynamic Planner
- Tram£8 a year
- Profiling£60 a month
- Review£124 a month
- Review Plus£179 a month
- EnterprisePriced on request
Wealthbox
- Basic$59 a month
- Pro$75 a month
- Premier$99 a month
- EnterprisePrice not published
- 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.