Tram
£8 a year
client mobile app · portfolio valuations · document approval · white-labelled · personalised content · AI meeting summaries
Checked 15 Oct 2026
Plans and prices
Dynamic Planner pricing
Profiling
£60 a month
1–10 advisers · client profiling · risk questionnaires · retirement income, financial wellbeing and sustainability questionnaires · CRM integrations
Checked 15 Oct 2026
Review
£124 a month
1–100 advisers · Fact Find · client profiling and reviews · suitability · AI transcription and summaries · Insights · support desk
Checked 15 Oct 2026
Review Plus
£179 a month
1–100 advisers · all Review features · cash flow · cash-flow training
Checked 15 Oct 2026
Enterprise
Priced on request
100+ advisers · administrator controls · implementation · API access · dedicated account manager
Checked 15 Oct 2026