Predictable pricing for every firm

Simple pricing plans that start fast and scale as you grow

For every step of your business journey, our pricing flexes with you. From emerging to established firms, we give you a clear path to scale – with AI transcription and meeting summaries included, not bolted on.

AI transcription and meeting summaries included

AI that others charge extra for – included in our pricing bundles at no additional per-adviser fee

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Everything you need for compliant, time-efficient reviews

What’s included?

Fact Find
Client Profiling
Client Review
Recommendations
AI Meeting transcription
AI meeting summaries
Onboarding & training
Online Support Hub
Support Desk
Insights

£124 / adviser / month*

All prices subject to VAT

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Bring advice to life with engaging, accurate cash flow journeys

What’s included?

All features available in ‘Review’
Plus
Cash Flow
Cash Flow training

£179 / adviser / month*

All prices subject to VAT

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Full digital advice platform with controls, APIs and support for networks and large firms

What’s included?

All features available in ‘Review Plus’ (or tailored modules to fit your need)
Plus
Administrator controls
Implementation
API access
Dedicated account manager

Bespoke pricing

All prices subject to VAT

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Client app add on
Keep every client engaged, informed, and reassured

What’s included?

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

£8 / client / year**

All prices subject to VAT

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Why our pricing includes AI
Dynamic Planner includes live transcription and structured meeting summaries as part of your licence – helping firms remove separate AI tools, save money and time on admin and keep advice records compliant

* Additional fees will be charged on a per client basis should agreed Client Servicing Capacity (CSC) be breached.
** Bundle pricing available – Tram can be bundled with Review or Review Plus.

Setup fee: £130 per adviser for small to medium firms, billed with your first direct debit. Bespoke setup applies for large and enterprise firms

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

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