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Dynamic Planner Reviews, Pricing, Features & Alternatives in 2026

Dynamic Planner is an AI-powered digital advice platform that streamlines financial planning, from risk profiling to ongoing reviews, enabling you to deliver scalable, compliant, and client-focused advice faster and smarter.

Financial Planning Software Wealth Management Software Investment Management Software Risk Management Software
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Founded • United Kingdom • Cloud-based
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Product Overview & Demo

Main Demo Video

Overview
Features
Setup

What is Dynamic Planner?

Dynamic Planner is a comprehensive digital advice platform designed to support financial advisers and firms in delivering efficient and compliant financial planning services. It integrates risk profiling, cash-flow modeling, suitability reports, investment selection, and ongoing client reviews into a single tool that adapts and scales with your business needs. The platform is modular, configurable, and seamlessly connects with over 26 integrations to fit various advisory workflows.

With Dynamic Planner, you benefit from automation and AI-driven insights that increase productivity and improve client value. The platform helps you slash review times, strengthen compliance, and enhance the client experience, freeing you to focus more on advice rather than administrative tasks. Trusted by over 40% of UK investment advice firms and 160 asset managers, Dynamic Planner supports your growth and success in delivering trusted advice at scale.

Screenshots & Interface

Dashboard View

Main dashboard with project overview

Kanban Board

Kanban-style task management

Timeline View

Gantt chart timeline view

Automations

Workflow automation builder

Key Features

Integrations

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Pricing Plans

Pros & Cons

Pros

Cons

Who Should Use Dynamic Planner?

Best for Company Sizes

Popular Industries

Our Verdict

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User Reviews

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