Dynamic Planner
7.3#5 in financial advisor softwareFrom £8 a yearAndroidiOSWebAPI
VisitDynamic Planner vs Redtail CRM
Redtail CRM
7.7#2 in financial advisor softwareAndroidiOSWebAPI
VisitWhat both publish
| Fact | Dynamic Planner | Redtail CRM |
|---|---|---|
| AI features | Review and Review Plus licences include live meeting transcription and structured AI meeting summaries. | Yes |
| Company legal name | The pricing page identifies the supplier as Dynamic Planner Ltd and gives company number 04741529. | LinkedIn identifies the company as Redtail Technology, Inc. |
| Founded | 2003 | 2003 |
| Headquarters | Reading, UK | Omaha, Nebraska, 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. | Redtail advertises more than 100 integrations and names Orion, Schwab, and eMoney among its connected tools. |
| Rating on GetApp | 0.0 out of 5 from 0 reviews. | 4.1 out of 5 from 85 reviews |
Dynamic Planner plans
- Tram£8 a year
- Profiling£60 a month
- Review£124 a month
- Review Plus£179 a month
- EnterprisePriced on request
Redtail CRM plans
- Launch$39 a year
- Growth$59 a year
- Launch — annual billing$39 a month
- Launch — monthly billing$45 a month
- Growth — annual billing$59 a month
- Growth — monthly billing$65 a month
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 Redtail CRM if…
It suits advisers and teams looking for a CRM with pipeline visibility, email sync, and marketing automation. Larger teams and advisor networks can consider the customizable Enterprise plan.