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Predictable pricing for every firm

Simple, per-adviser plans that start fast and scale as you grow

For every step of your business journey, our per-adviser pricing flexes with you. From emerging to established firms, we give you a clear path to scale.

Review
1-100 advisers
Everything you need for compliant, time-efficient reviews
What’s included?
  • Fact Find
  • Client Profiling
  • Client Review
  • Suitability
  • Onboarding & training
  • Online Support Hub
  • Support Desk
  • Insights
£124 per month*
per adviser
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Most popular
Review Plus
1-100 advisers
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 per month*
per adviser
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Enterprise
100+ advisers
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
Get in touch to discuss
Compare plans
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Tram
White-labelled financial planning app
One simple app to solve so many problems.
What’s included?
  • Client mobile app
  • White-labelled
  • Portfolio valuations
  • Personalised content
  • Document approval
£8 per client per year**
Contact us

All prices subject to VAT

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Find the perfect fit for your advisory team’s needs.
FeaturesReviewReview PlusEnterprise
Core features
Client Profiling
Digital Questionnaires
Fact Find
Client Review
Suitability
Meetings (AI transcripts & summaries)
–
–
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Fund Research
Product & Platform Research
Target Markets
Cash Flow
–
Firm Branding
Administrator Tools
Insights (MI)
Integrations
Back-office
Valuations
Meeting software
Custom API Access
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–
Other Benefits
Client Servicing Capacity*130130bespoke
UK-based email support
UK-based telephone support
Support Hub
Navigator Learning Pathways
–
–
Dedicated Account Manager
–
–

Additional fees and savings:

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

Setup fees:

  • Review & Review Plus: £130 per adviser for small to medium firms, billed with your first direct debit.
  • Exterprise: A bespoke setup applies for large and enterprise firms

Our happy customers include

Charles Stanley logo
MKC Wealth logo
Quilter logo
st james's place logo
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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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