Orion Planning vs Dynamic Planner

Orion Planning—Visit Dynamic Planner6.5Visit

Orion Planning #6 in Financial Planning Software —/10 Pricing on request ✓ 7 of 7 features Visit Orion Planning

vs

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

• Orion Planning fits best

  Orion-integrated wealth management teams

• Dynamic Planner fits best

  UK advisers focused on suitability and investments

Advertiser disclosure: iTechGuides is reader-supported. We may earn a commission when you click some links. It never changes our verdict. How we rank.

Side by side

Feature	Orion Planning —/10 Visit ↗	Dynamic Planner 6.5/10 Visit ↗
At a glance
Editor score	—	6.5
Ranking	#6 in Financial Planning Software	#7 in Financial Planning Software
Best for	Orion-integrated wealth management teams	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, Mobile	Cloud
Platforms	Web, iOS, Android	Web
Integrations	7 integrations	6 integrations
Features Orion Planning 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	Combines cash flow, goals, tax, insurance, and investment planning Connects plans with Orion, custodial feeds, Envestnet MoneyGuide, and Apex Provides Monte Carlo analysis, behavioral tools, and branded client reports	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 a tailored quote based on firm size and configuration Its strongest ecosystem fit is centered on Orion products and integrations Advanced planning breadth may exceed the needs of simpler advisory firms	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	Orion Planning is a financial planning platform for RIAs, broker-dealer practitioners, and other wealth-management organizations. It combines cash-flow modeling from the current month through the end of a plan with goals-based planning,… 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

• Orion Planning — where it wins

  • Combines cash flow, goals, tax, insurance, and investment planning
  • Connects plans with Orion, custodial feeds, Envestnet MoneyGuide, and Apex
  • Provides Monte Carlo analysis, behavioral tools, and branded client reports

  Where it doesn't

  • Pricing requires a tailored quote based on firm size and configuration
  • Its strongest ecosystem fit is centered on Orion products and integrations
  • Advanced planning breadth may exceed the needs of simpler advisory firms

• 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

• Orion Planning—/10 · Pricing on request

  A broad planning platform for wealth teams centered on the Orion ecosystem.

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

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

  See Dynamic PlannerFull verdict →