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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 user-based pricing can be tailored to you. With plans designed to support emerging to established firms we have you covered, providing a clear path for scaling your services with ease.

Review
1-100 adviser firms
Everything you need for compliant, time-efficient reviews
What’s included?
  • Client Profiling
  • Client Review
  • Recommendations
  • Onboarding & training
  • Online Support Hub
  • Support Desk
  • Insights*
£136.40 / adviser / month
All prices subject to VAT
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Most popular
Review Plus
1-100 adviser firms
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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Enterprise
100+ advisers
The full platform with controls, APIs and deployment support for networks and large firms
What’s included?
  • All features available in ‘Review + 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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Tram client app (add-on)
Delight clients with secure messaging & valuations in one place
What’s included?
  • Client-facing mobile app
  • White-labelled app
  • Secure messaging
  • Portfolio valuations
  • Personalised content
  • Document sharing
  • Document approval
£50 / adviser / month**
All prices subject to VAT
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* Insights is included when you opt in to our terms and conditions
** Bundle pricing available – Tram can be bundled with Review or Review + Cash Flow.

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

Charles Stanley logo
MKC Wealth logo
Quilter logo
st james's place logo
plus 2600 UK advice firms

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