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Pricing · 2026

Dynamic Planner pricing

5 plans on the record

See today's prices

Every plan

Tram

£8 a year

per client; VAT excluded

client mobile app · portfolio valuations · document approval · white-labelled · personalised content · AI meeting summaries

Read 15 Oct 2026 · dynamicplanner.com

Profiling

£60 usage-based

per adviser; was £80/month; VAT excluded

1–10 advisers · client profiling · risk questionnaires · retirement income, financial wellbeing and sustainability questionnaires · CRM integrations

Read 15 Oct 2026 · dynamicplanner.com

Review

£124 usage-based

per adviser; VAT excluded

1–100 advisers · Fact Find · client profiling and reviews · suitability · AI transcription and summaries · Insights · support desk

Read 15 Oct 2026 · dynamicplanner.com

Review Plus

£179 usage-based

per adviser; VAT excluded

1–100 advisers · all Review features · cash flow · cash-flow training

Read 15 Oct 2026 · dynamicplanner.com

Enterprise

Priced on request

bespoke pricing

100+ advisers · administrator controls · implementation · API access · dedicated account manager

Read 15 Oct 2026 · dynamicplanner.com