Clear, simple pricing

For every step of your business journey, our user-based pricing can be tailored to you, irrespective of size.

With plans designed to support emerging to established firms we have you covered, providing a clear path for scaling your services with ease.

Small to medium firms
(1-100 advisers)

What’s included?

Client Profiling
Client Review
Recommendations
Onboarding & training
Online Support Hub
Support Desk
Client Access*

£136.40 / adviser / month

All prices subject to VAT

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Small to medium firms
(1-100 advisers)

What’s included?

Everything in Review
Plus
Cash Flow
Cash Flow training

£179 / adviser / month

All prices subject to VAT

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Enterprise firms & networks
(100+ advisers)

What’s included?

Everything in Review plus Cash Flow (or tailored modules to fit your needs)
Plus
Administrator controls
Implementation
API access
Dedicated account manager

Bespoke pricing

All prices subject to VAT

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All firms

What’s included?

Client-facing mobile app
White-labelled app
Secure messaging
Portfolio valuations
Personalised content
Document sharing
Document approval

£2.60 / end client / month**

All prices subject to VAT

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* optional module included in the pricing above.
** bundle pricing available.

Setup fee applies at £130 per adviser for small to medium firms, taken in full with the first direct debit. For enterprise firms bespoke pricing applies.

Our happy customers include

A compelling proposition for asset managers

Independent risk analysis to support your proposition, along with industry recognised badges, detailed Research Reports and our forthcoming Insight Portal.

Get in touch

“I recommend Dynamic Planner to everyone. It’s one of the first things I ask, ‘Are you using it yet? If you’re not, change your life, because it will.’ ”

Daren Wallbank, Chartered Financial Planner

Ginkgo Financial, part of Quilter Financial Planning

Read Case Study