Dynamic Planner vs Conquest

Dynamic Planner6.5Visit Conquest7.6Visit

Dynamic Planner #7 in Financial Planning Software 6.5/10 From £80/mo ✓ 5 of 7 features See Dynamic Planner

vs

Higher score Conquest #8 in Financial Planning Software 7.6/10 Pricing on request · 14-day trial ✓ 7 of 7 features Visit Conquest

• Dynamic Planner fits best

  UK advisers focused on suitability and investments

• Conquest fits best

  Enterprise firms needing auditable planning

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Side by side

Feature	Dynamic Planner 6.5/10 Visit ↗	Conquest 7.6/10 Visit ↗
At a glance
Editor score	6.5	7.6
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	Not published	Not published
Free plan	—	—
Free trial	—	—
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 published	✓ (best)
Scenario analysis	✓	✓
Insurance planning	Not published	✓ (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 →

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 Planner6.5/10 · From £80/mo

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

  See Dynamic PlannerFull verdict →
• Conquest7.6/10 · Pricing on request · 14-day trial

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

  Visit ConquestFull verdict →