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Head-to-head · Financial Planning Software

Orion Planning vs Dynamic Planner

  • Updated Oct 2026
  • Both researched from official sources
  • 8 checks side by side
Higher score Orion Planning #6 in Financial Planning Software 8.9/10 Pricing on request ✓ 7 of 7 features Visit Orion Planning
Dynamic Planner #7 in Financial Planning Software 8.8/10 Paid ✓ 5 of 7 features See Dynamic Planner

Orion Planning leads on 0 checks, Dynamic Planner 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 scoreOrion Planning · 8.9/10
  • Most featuresOrion Planning · 7 of 7

Orion Planning scores higher on our rubric for financial planning software: 8.9 against 8.8 out of 10; our editors rank them #6 and #7.

Orion Planning is the better fit for orion-integrated wealth management teams. Dynamic Planner is the better fit for UK advisers focused on suitability and investments.

  • 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. 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 Orion Planning 8.9/10 Visit ↗ Dynamic Planner 8.8/10 Visit ↗
At a glance
Editor score 8.9 8.8
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 Pricing on request £8/yr
Free plan Not checked yet —
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 checked yet
Scenario analysis ✓ ✓
Insurance planning ✓ (best) Not checked yet
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 →
  1. Orion PlanningFinancial Planning Software 8.9Pricing on request
  2. Dynamic PlannerFinancial Planning Software 8.8Paid

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

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