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Dynamic Planner pricing

#7 of 34 in Financial Planning SoftwareFinancial Advisor Software

5 plans, from 8 GBP · prices checked 20 Sep 2026

6.5/10Editor score
See Dynamic Planner
Dynamic Planner6.5 See Dynamic Planner

Dynamic Planner pricing at a glance

Plans From £80/mo No free plan — trial or paid only. Prices re-checked Sep 2026.
See plans on dynamicplanner.com

Dynamic Planner plans & pricing

PlanPriceKey limits
Profiling£80/mo
  • Client profiling
  • Risk questionnaires
  • Retirement income questionnaire
  • Financial wellbeing questionnaire
  • Sustainability questionnaire
  • CRM integrations
Review£124/mo
  • Fact Find
  • Client Profiling
  • Client Review
  • Suitability
  • AI meeting transcription
  • AI meeting summaries
Review Plus£179/mo
  • Review features
  • Cash Flow
  • Cash Flow training
EnterpriseNot published
  • Administrator controls
  • Implementation
  • API access
  • Dedicated account manager
Tram£8/yr
  • Client mobile app
  • Portfolio valuations
  • Document approval
  • White-labelled app
  • Personalised content
  • AI meeting summaries

Prices as published by the vendor on dynamicplanner.com, checked 20 Sep 2026; taxes and regional pricing may differ. We do not change a plan's price or its limits — this table is what the vendor's own pricing page said on that date.

What the price includes

  • Integrations
    6 integrations: intelliflo office, Iress Xplan, Time4Advice CURO, Salesforce, 26+ platforms and providers, Open API
  • Free plan
    No
  • Scenario analysis
    Yes

Our full Dynamic Planner verdict, fact sheet and score →

Prices checked by iTechGuides Editors · Editorial team · Updated Sep 2026

Advertiser disclosure: iTechGuides is reader-supported. We may earn a commission when you click some links. Prices and scores are never changed for payment; paid placements are marked Featured. How we rank.