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Head-to-head · Financial Planning Software

Xplan vs Dynamic Planner

  • Updated Oct 2026
  • Both researched from official sources
  • 8 checks side by side
Higher score Xplan #4 in Financial Planning Software 9.1/10 Pricing on request ✓ 7 of 7 features Visit Iress
Dynamic Planner #7 in Financial Planning Software 8.8/10 Paid ✓ 5 of 7 features See Dynamic Planner

Xplan 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 scoreXplan · 9.1/10
  • Most featuresXplan · 7 of 7

Xplan scores higher on our rubric for financial planning software: 9.1 against 8.8 out of 10; our editors rank them #4 and #7.

Xplan is the better fit for end-to-end advice and practice management. Dynamic Planner is the better fit for UK advisers focused on suitability and investments.

  • Xplan fits best

    End-to-end advice and practice management

  • 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 Xplan 9.1/10 Visit ↗ Dynamic Planner 8.8/10 Visit ↗
At a glance
Editor score 9.1 8.8
Ranking #4 in Financial Planning Software #7 in Financial Planning Software
Best for End-to-end advice and practice management 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 Xplan 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 cash flow, goals, tax, insurance, investments, and scenario analysis
  • Connects advice workflows with compliance, audit trails, and reporting
  • Offers web, mobile, API, client portal, and third-party application support
  • 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 direct contact with sales
  • Capabilities and integrations vary by country, module, and deployment
  • Its broad scope may exceed the needs of narrowly focused planning teams
  • 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

Xplan is financial planning and wealth management software from Iress for financial advice practices, ranging from small independent firms to large networks. It supports the advice lifecycle from client discovery and current-position…

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. XplanFinancial Planning Software 9.1Pricing on request
  2. Dynamic PlannerFinancial Planning Software 8.8Paid

Strengths and trade-offs

  • Xplan — where it wins

    • Covers cash flow, goals, tax, insurance, investments, and scenario analysis
    • Connects advice workflows with compliance, audit trails, and reporting
    • Offers web, mobile, API, client portal, and third-party application support

    Where it doesn't

    • Pricing requires direct contact with sales
    • Capabilities and integrations vary by country, module, and deployment
    • Its broad scope may exceed the needs of narrowly focused planning teams

  • 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
  • Xplan9.1/10 · Pricing on request

    A broad advice-practice platform spanning planning, workflows, investments, compliance, and client engagement.

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

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

    See Dynamic PlannerFull verdict →

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