NaviPlan vs Dynamic Planner

NaviPlan—Visit Dynamic Planner6.5Visit

NaviPlan #5 in Financial Planning Software —/10 Pricing on request ✓ 7 of 7 features Visit NaviPlan

vs

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

• NaviPlan fits best

  Advisors needing advanced planning depth

• Dynamic Planner fits best

  UK advisers focused on suitability and investments

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Side by side

Feature	NaviPlan —/10 Visit ↗	Dynamic Planner 6.5/10 Visit ↗
At a glance
Editor score	—	6.5
Ranking	#5 in Financial Planning Software	#7 in Financial Planning Software
Best for	Advisors needing advanced planning depth	UK advisers focused on suitability and investments
Pricing model	Paid	Paid
Starting price	Not published	Not published
Free plan	Not published	—
Free trial	—	—
Deployment	Cloud	Cloud
Platforms	Web	Web
Integrations	9 integrations	6 integrations
Features NaviPlan 7/7 · Dynamic Planner 5/7
Cash-flow modeling	✓	✓
Goal planning	✓	✓
Tax planning	✓ (best)	Not published
Scenario analysis	✓	✓
Insurance planning	✓ (best)	Not published
Investment planning	✓	✓
Client portal	✓	✓
Our review
Pros	Advanced retirement, tax, insurance, and scenario planning Client portal, collaborative fact finding, and custom reports Integrations with major wealth management platforms	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
Cons	Pricing requires contacting sales Delivered through hosted web services Designed for professionals rather than general consumers	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
Our verdict	NaviPlan is financial planning software for financial professionals and wealth management firms. It brings goals-based planning, cash-flow analysis, retirement income modeling, tax planning, insurance planning, investment analysis,… Read the review →	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 →

Strengths and trade-offs

• NaviPlan — where it wins

  • Advanced retirement, tax, insurance, and scenario planning
  • Client portal, collaborative fact finding, and custom reports
  • Integrations with major wealth management platforms

  Where it doesn't

  • Pricing requires contacting sales
  • Delivered through hosted web services
  • Designed for professionals rather than general consumers

• 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

• NaviPlan—/10 · Pricing on request

  Deep advisor planning with retirement, tax, insurance, and Monte Carlo analysis.

  Visit NaviPlanFull verdict →
• Dynamic Planner6.5/10 · From £80/mo

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

  See Dynamic PlannerFull verdict →