+
+

Related Products

  • Ganttic
    242 Ratings
    Visit Website
  • SKU Science
    16 Ratings
    Visit Website
  • AI Video Cut
    1 Rating
    Visit Website
  • Onetrace
    4 Ratings
    Visit Website
  • NaviPlan
    Visit Website
  • EventsAir
    151 Ratings
    Visit Website
  • 8am
    1,219 Ratings
    Visit Website
  • Soraban
    8 Ratings
    Visit Website
  • Dynamo Software
    71 Ratings
    Visit Website
  • 3D Cloud
    42 Ratings
    Visit Website

About

Dynamic Planner is the one financial planning system you need to ensure investment suitability, increase efficiency and demonstrate value to your clients. Be confident that you are ensuring investment suitability for your clients through engaging financial plans. Dynamic Planner takes what can be hours of work for an investment review and reduces it to less than 45 minutes. Easy to onboard and use. Insightful reporting in Dynamic Planner helps firms grow client relationships and provide greater value. We’d love to talk to you about how our end-to-end financial planning process can help your firm, and how we make implementation and onboarding a breeze. Using Dynamic Planner’s award-winning psychometric risk profiling questionnaires you can ensure nothing is lost in translation throughout your financial planning process with one definition of risk. Accurately risk profiling your client has never been so vital.

About

Hubly allows you to unleash the power of effortless financial advisory, transforming your firm’s household experience into a high‑touch, stress‑free system that scales efficiently. Its cloud-native practice management operating system combines CRM integration, dynamic workflow automation, role-based task routing, conditional logic, and built-in reminders to ensure consistency and eliminate administrative errors. With more than 100+ plug‑and‑play workflow templates, from client onboarding and money movement to client reviews, meeting prep, and employee onboarding, Hubly delivers a repeatable client experience at scale. It provides a centralized hub feed and client cards displaying progress, upcoming tasks, past interactions, and assigned responsibilities, giving users full visibility and team accountability. Hubly’s no-code, intuitive design makes building, customizing, and sharing workflows simple.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Wealth managers seeking a tool to ensure investment suitability, increase efficiency and demonstrate value to their clients

Audience

Financial advisory firms seeking a solution that integrates with their CRM and tools to standardize client processes, boost team accountability, and scale client service smoothly

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$198.30 per month
Free Version Not Supported
Free Trial Not Supported

Pricing

$75 per month
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

Dynamic Planner
Founded: 2010
United Kingdom
www.dynamicplanner.com

Company Information

Hubly
Founded: 2019
Canada
www.myhubly.com

Alternatives

Moneytree

Moneytree

Moneytree Software

Alternatives

SuccessionLabX

SuccessionLabX

DragonVerse Media Inc
BITA Risk

BITA Risk

corfinancial
Thomson ONE Wealth

Thomson ONE Wealth

LSEG Data & Analytics

Categories

Wealth Management Supported

Categories

Wealth Management Supported

Integrations

Calendly Not Supported
Gmail Not Supported
Iress Supported
Mailchimp Not Supported
Redtail CRM Not Supported
Wealthbox Not Supported
Zapier Not Supported
Zoom Not Supported

Integrations

Calendly Supported
Gmail Supported
Iress Not Supported
Mailchimp Supported
Redtail CRM Supported
Wealthbox Supported
Zapier Supported
Zoom Supported
Claim Dynamic Planner and update features and information
Claim Dynamic Planner and update features and information
Claim Hubly and update features and information
Claim Hubly and update features and information