Dynamic Planner
7.3#5 in financial advisor softwareFrom £8 a yearAndroidiOSWebAPI
VisitDynamic Planner vs MoneyGuide
MoneyGuide
7.7#1 in financial advisor softwareiOSWebAPImacOS
VisitWhat both publish
| Fact | Dynamic Planner | MoneyGuide |
|---|---|---|
| Founded | 2003 | 2000 |
| Headquarters | Reading, UK | Powhatan, Virginia, United States |
| Integrations | The home page says the platform has more than 26 integrations, while its Open API site describes 30-plus direct CRM, platform and provider integrations. | The integration catalog covers CRM, custodians, account aggregation, portfolio analytics, data gathering, risk tolerance and client-portal providers. |
| Purpose | Dynamic Planner is a digital financial planning and advice platform for UK advice firms and wealth managers, helping match consumers with suitable portfolios. | Envestnet MoneyGuide develops financial planning software for financial advisors to help them guide clients toward lifetime financial goals. |
Dynamic Planner plans
- Tram£8 a year
- Profiling£60 a month
- Review£124 a month
- Review Plus£179 a month
- EnterprisePriced on request
MoneyGuide plans
- MyBlocks Individual$125
- Client Portal with Yodlee$400 a year
- Yodlee Client Portal add-on$400 a year
- MX add-on$400 a year
- Client Portal with MX$400 a year
- Dash$500 a year
Pick Dynamic Planner if…
Dynamic Planner suits UK advice firms and wealth managers seeking a configurable platform for client profiling, cash flow, investment selection, and reviews. Tram may suit clients who use a mobile phone for the listed app features.
Pick MoneyGuide if…
It suits financial advisors who need to create goal-based plans and collaborate with clients online. Its retirement, tax, insurance, and scenario tools may also fit advisors with varied planning needs.