Dynamic Planner
7.3#5 in financial advisor softwareFrom £8 a yearAndroidiOSWebAPI
VisitDynamic Planner vs Wealthbox
What both publish
| Fact | Dynamic Planner | Wealthbox |
|---|---|---|
| AI features | Review and Review Plus licences include live meeting transcription and structured AI meeting summaries. | Yes |
| Founded | 2003 | Wealthbox says cofounders John Rourke and Dan Ferranti started the company in 2014. |
| Headquarters | Reading, UK | A 2025 Providence Business First report says Starburst Labs was founded in New York and is now headquartered in Providence. |
| 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. | Wealthbox advertises more than 150 pre-built integrations covering custodians, planning software, document storage, email and calendars. |
| Rating on GetApp | 0.0 out of 5 from 0 reviews. | 4.7 out of 5 from 145 reviews |
Dynamic Planner plans
- Tram£8 a year
- Profiling£60 a month
- Review£124 a month
- Review Plus£179 a month
- EnterprisePriced on request
Wealthbox plans
- Basic$59 a month
- Pro$75 a month
- Premier$99 a month
- EnterprisePriced on request
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 Wealthbox if…
Wealthbox suits users seeking pipeline and email-sync software with web, iOS, and Android access. It can fit teams choosing among tiers based on pipeline, storage, or workspace requirements.