Dynamic Planner
7.3#2 in financial advisor softwareFrom £0.67 a monthAndroidiOSWebAPI
VisitDynamic Planner vs Voyant
What both publish
| Fact | Dynamic Planner | Voyant |
|---|---|---|
| Headquarters | Reading, UK | Austin, Texas, USA |
| 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. | Voyant says its API integrations and data aggregations support workflows from prospecting through advanced planning and reporting, and that it can integrate with any solution subject to demand, partner cooperation, and technical fit. |
Dynamic Planner plans
- Tram£8 a year
- Profiling£60 a month
- Review£124 a month
- Review Plus£179 a month
- EnterprisePriced on request
Voyant plans
- Vault$3 a month
- AdviserGo — Auxiliary Users$50 a month
- White Labeling — service charge$60 a month
- ClientGo — additional bundles$75 a month
- ClientGo — 1st bundle$100 a month
- AdviserGo — Advisers$150 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 Voyant if…
Voyant suits financial advisers and firms managing complex client plans across tax, investments, insurance, goals, and wealth transfer. ClientGo and Vault also suit practices that need controlled client collaboration and document sharing.