The short version
Dynamic Planner wins on risk profiling and suitability workflow; Voyant wins on modelling flexibility. Firms often end up paying for both, which is the real cost nobody quotes upfront.
Why people compare them
UK advice firms compare these two when deciding between best-of-breed cash flow and an integrated risk-and-suitability suite.
Price and fit, side by side
| Feature | Voyant | Dynamic Planner |
|---|---|---|
| Cheapest paid plan | Voyant£175 per month | Dynamic Planner£60 per month |
| Free tier | VoyantNo | Dynamic PlannerNo |
| Billed in pounds | VoyantYes | Dynamic PlannerNo |
| Best for | VoyantAdvice firms that need deep, defensible cashflow modelling across a client book | Dynamic PlannerUK advice firms that want risk profiling, suitability and cashflow in one system |
Where Voyant wins
- Long established in UK advice firms, so the modelling has been stress tested by professionals for years
- AdviserGo handles genuinely complex cases: multiple pensions, phased drawdown, business owners, cross-border clients
- ClientGo and Vault let a firm bring the client into the plan rather than emailing a PDF
Where Dynamic Planner wins
- Risk profiling is its strongest suit, and it is deeply embedded in UK advice processes
- Covers the regulated workflow end to end: fact find, profiling, suitability and review
- Publishes per-adviser pricing openly, which most adviser software vendors do not
Voyant vs Dynamic Planner: common questions
Voyant is £175 per month and Dynamic Planner is £60 per month. Compare the billing period before the number: an annual price and a monthly price are not the same thing.
You can, and some people do, because they solve different halves of the problem. It does mean paying for both, so add the two annual figures together before deciding.
Judge it on billing currency, Open Banking coverage and whether ISAs and pensions are handled. Check each one against those three points, because a tool that scores well elsewhere can still be a poor fit in the UK.
Voyant suits advice firms that need deep, defensible cashflow modelling across a client book. Dynamic Planner suits uk advice firms that want risk profiling, suitability and cashflow in one system. The one that matches how you already think about money will take less setting up.