RightCapital vs Dynamic Planner

RightCapital9.4Visit Dynamic Planner8.8Visit

Higher score RightCapital #1 in Financial Planning Software 9.4/10 14-day trial Free trial✓ 7 of 7 features Visit RightCapital

vs

Dynamic Planner #7 in Financial Planning Software 8.8/10 Paid ✓ 5 of 7 features See Dynamic Planner

• RightCapital fits best

  Advisors wanting comprehensive modern planning

• Dynamic Planner fits best

  UK advisers focused on suitability and investments

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Side by side

Feature	RightCapital 9.4/10 Visit ↗	Dynamic Planner 8.8/10 Visit ↗
At a glance
Editor score	9.4	8.8
Ranking	#1 in Financial Planning Software	#7 in Financial Planning Software
Best for	Advisors wanting comprehensive modern planning	UK advisers focused on suitability and investments
Pricing model	Paid	Paid
Starting price	$149.95/mo	£8/yr
Free plan	—	—
Free trial	14 days	—
Deployment	Cloud, Mobile	Cloud
Platforms	Web, iOS, Android	Web
Features RightCapital 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	Covers retirement, tax, investment, insurance, estate, and college planning Adds cash-flow projections, scenarios, aggregation, budgeting, and risk assessment Client portal, document vault, and iOS and Android apps support collaboration	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	No free plan; paid plans require an annual first-year commitment Starting price is $149.95 per advisor per month Enterprise pricing requires contacting sales	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	RightCapital is financial planning software for financial advisors and their clients. It brings retirement, cash-flow, tax, investment, insurance, estate, education, debt, student-loan, business, and budgeting workflows into one product.… 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

• RightCapital — where it wins

  • Covers retirement, tax, investment, insurance, estate, and college planning
  • Adds cash-flow projections, scenarios, aggregation, budgeting, and risk assessment
  • Client portal, document vault, and iOS and Android apps support collaboration

  Where it doesn't

  • No free plan; paid plans require an annual first-year commitment
  • Starting price is $149.95 per advisor per month
  • Enterprise pricing requires contacting sales

• 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

• RightCapital9.4/10 · 14-day trial

  A broad advisor platform spanning planning, analysis, collaboration, and client access.

  Visit RightCapitalFull verdict →
• Dynamic Planner8.8/10 · Paid

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

  See Dynamic PlannerFull verdict →