Suggestions appear as you type. Use the up and down arrows to choose one and Enter to open it.

This page's audience our own tag's counts — open to see them
–Visits
–Page views
–Clicks to vendors
–Time on page
–Reading now
Clicks to vendors, by tool
  • –
Top countries
  • –
Devices
  • –

– · visits, page views and clicks counted by our own tag, which counts more than our checked analytics; every figure rounded down · how we count

Head-to-head · Financial Planning Software

Dynamic Planner vs Conquest

  • Updated Oct 2026
  • Both researched from official sources
  • 8 checks side by side
Higher score Dynamic Planner #7 in Financial Planning Software 8.8/10 Paid ✓ 5 of 7 features See Dynamic Planner
Conquest #8 in Financial Planning Software 8.7/10 Pricing on request · 14-day trial Free trial✓ 7 of 7 features Visit Conquest

Dynamic Planner leads on 0 checks, Conquest on 0, and 8 are even. Who comes out ahead on the 8 yes/no, price and count checks where we have data for both products. The editor score weighs everything else too.

Our verdict

  • Highest scoreDynamic Planner · 8.8/10
  • Free trialonly Conquest
  • Most featuresConquest · 7 of 7

Dynamic Planner scores higher on our rubric for financial planning software: 8.8 against 8.7 out of 10; our editors rank them #7 and #8.

Dynamic Planner is the better fit for UK advisers focused on suitability and investments. Conquest is the better fit for enterprise firms needing auditable planning.

  • Dynamic Planner fits best

    UK advisers focused on suitability and investments

  • Conquest fits best

    Enterprise firms needing auditable planning

Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.

Side by side

Feature Dynamic Planner 8.8/10 Visit ↗ Conquest 8.7/10 Visit ↗
At a glance
Editor score 8.8 8.7
Ranking #7 in Financial Planning Software #8 in Financial Planning Software
Best for UK advisers focused on suitability and investments Enterprise firms needing auditable planning
Pricing model Paid Paid
Starting price £8/yr —
Free plan — —
Free trial — 14 days
Deployment Cloud Cloud
Platforms Web Web
Integrations 6 integrations 3 integrations
Features Dynamic Planner 5/7 · Conquest 7/7
Cash-flow modeling ✓ ✓
Goal planning ✓ ✓
Tax planning Not checked yet ✓ (best)
Scenario analysis ✓ ✓
Insurance planning Not checked yet ✓ (best)
Investment planning ✓ ✓
Client portal ✓ ✓
Our review
Pros
  • Stochastic cash-flow modelling with side-by-side scenario comparison
  • Suitability, investment research and client review workflows in one platform
  • Branded client app with valuations, documents, messaging and approvals
  • Holistic planning spans retirement, tax, insurance, estate and business needs
  • Ranks strategies with a deterministic engine and AI expert system
  • Adds APIs, client collaboration, analytics and compliance trails
Cons
  • No free plan is available
  • Cash flow is included from the Review Plus plan
  • The Tram client app is billed separately at £8 per client per year
  • Enterprise pricing is custom and scoped to the firm
  • Independent-advisor self-serve access is waitlist-based and coming soon
  • Its broad enterprise feature set may exceed smaller firms' needs
Our verdict

Dynamic Planner is a digital financial planning and advice platform for UK advice firms and wealth managers. It brings together digital fact finding, risk and sustainability profiling, stochastic cash-flow modelling, investment and product…

Read the review →

Conquest is financial planning software for financial institutions, wealth management firms, independent advisors, broker-dealers, banks, credit unions, insurers and pension providers. Its Strategic Advice Manager combines a deterministic…

Read the review →
  1. Dynamic PlannerFinancial Planning Software 8.8Paid
  2. ConquestFinancial Planning Software 8.7Pricing on request · 14-day trial

Strengths and trade-offs

  • Dynamic Planner — where it wins

    • Stochastic cash-flow modelling with side-by-side scenario comparison
    • Suitability, investment research and client review workflows in one platform
    • Branded client app with valuations, documents, messaging and approvals

    Where it doesn't

    • No free plan is available
    • Cash flow is included from the Review Plus plan
    • The Tram client app is billed separately at £8 per client per year

  • Conquest — where it wins

    • Holistic planning spans retirement, tax, insurance, estate and business needs
    • Ranks strategies with a deterministic engine and AI expert system
    • Adds APIs, client collaboration, analytics and compliance trails

    Where it doesn't

    • Enterprise pricing is custom and scoped to the firm
    • Independent-advisor self-serve access is waitlist-based and coming soon
    • Its broad enterprise feature set may exceed smaller firms' needs
  • Dynamic Planner8.8/10 · Paid

    A broad advice workflow combining cash flow, investments, suitability and client engagement.

    See Dynamic PlannerFull verdict →
  • Conquest8.7/10 · Pricing on request · 14-day trial

    Enterprise planning with auditable recommendations, scenario analysis and firm-wide oversight.

    Visit ConquestFull verdict →

More comparisons

All financial planning software comparisons → · Full ranking →

Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

Last updated · How we research and update