What Dynamic Planner costs
Dynamic Planner charges £60 per month, rising to £8 per year on the top tier. There is no free plan below that. Verified 21 July 2026.
The plans, side by side
| Plan | Price | Included | Not included |
|---|---|---|---|
| Profiling | Price£60per month | Included
| Not included
|
| Review | Price£124per month | Included
| Not included
|
| Review Plus | Price£179per month | Included
| Not included
|
| Enterprise | PriceBespoke | Included
| Not included
|
| Tram, per client | Price£8per year | Included
| Not included
|
- Free tier: no. There is no consumer or free tier. Every plan is licensed per adviser to a firm.
- Billing currency: Dynamic Planner states that all prices are subject to VAT, so the amount a firm actually pays is higher than the headline figure.
Prices taken from Dynamic Planner’s own pricing page(opens in a new tab), checked 21 July 2026.
What Delphina costs
Priced in pounds, billed monthly, cancel whenever. No percentage of your pot.
- Free
- £0per month
- Wealth Builder
- £9.99per month
- Investor
- £19.99per month
Full Delphina pricing (https://delphina.money/pricing)
Which plan you would actually be on
- Profiling at £60 per month is the tier that covers client discovery and risk assessment tools.
- Review at £124 per month is the tier that covers fact finding, client profiling, reviews and suitability.
- Review Plus at £179 per month is the tier that covers everything in review.
- Enterprise at Bespoke per n/a is the tier that covers everything in review plus.
- Tram, per client at £8 per year is the tier that covers a white-labelled client app with portfolio valuations and document approval.
Dynamic Planner suits uk advice firms that want risk profiling, suitability and cashflow in one system, so that is the lens to pick a tier through.
What the price does not cover
- Dynamic Planner states that all prices are subject to VAT, so the amount a firm actually pays is higher than the headline figure.
- There is no consumer or free tier. Every plan is licensed per adviser to a firm.
- Cashflow planning
- Suitability and review tooling
- Cashflow planning
Feature by feature
This page is about price. For the feature-by-feature comparison, see Delphina vs Dynamic Planner.
Where Delphina fits
Delphina's Free plan is £0 with no time limit and no card. Wealth Builder is £9.99 a month, Investor £19.99, both billed in pounds.
Dynamic Planner is built for a regulated advice workflow and does risk profiling better than any consumer tool needs to. If you run an advice firm, the comparable Delphina product is Advisory Studio at £499 a year per seat, not the consumer tiers. If you are planning for yourself, this was never sold to you, and Delphina's Free, £9.99 and £19.99 a month tiers cover ISAs, UK pensions, UK tax and Open Banking directly.
More on Dynamic Planner
Dynamic Planner: common questions
Dynamic Planner costs £60 per month. Prices were checked on 21 July 2026.
No. Dynamic Planner has no free tier, so the cheapest way in is £60 per month.
Dynamic Planner states that all prices are subject to VAT, so the amount a firm actually pays is higher than the headline figure. The size of that fee is set by your card issuer, not by Dynamic Planner, so check your card's terms.
The decision-relevant difference is that Review adds fact finding, client profiling, reviews and suitability. Profiling covers client discovery and risk assessment tools.
There are cheaper tools in the adviser-tool category, though most trade away something Dynamic Planner does well. Delphina has a free tier at £0 with no card and no expiry, and Wealth Builder at £9.99 a month; the trade-off is that it is built around UK pensions, ISAs and tax rather than the job Dynamic Planner does for uk advice firms that want risk profiling, suitability and cashflow in one system.