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Tram

Tram

by Dynamic Planner Limited

1 ratings
4 reviews
💰 Finance
Free

Details

  • Released
  • Updated
  • January 31, 2024
  • June 24, 2026

Features

Developer

Dynamic Planner Limited
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About

Manage your financial plan and investments on the go. Track portfolio value, assess investment risk, and monitor progress towards your goals. Communicate securely with your financial advisor and access personalized finance content.

✓Portfolio valuation access
✓Investment risk assessment
✓Financial plan progress tracking
✓Secure messaging with advisor
✓Personalized finance content
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What's New in Tram

1.3.8

June 24, 2026

We've tweaked how the articles are chosen to make them even more relevant to you.

User reviews

Most RecentHighest RatedLowest Rated

Really reassuring

Great to see my portfolio updated daily linked to my goals and risk. Even when markets are bouncing around very reassuring to see my pension’s on track. Simple, clean and interesting articles too
TheBMGTheBMG

Great app, easy to use

I have been using this app for a couple of months now, and it’s been super useful.
KateCam88KateCam88

Poor so far

Not even off the starting blocks. Registration process stops due to DOB verification. Emailed to find out. Email not deivered. Daemon failure notice. Dead end
Evertonian lassEvertonian lass

Great App

Signing up and linking to my financial account set up by my IFA was very easy. Everything on the app was crisp and clear and makes checking on my financial portfolio quick and effortless.
MattJeromeMattJerome

Developer apps

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Dynamic Planner: Risk Profiler

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Dynamic Planner - My Planning

by Dynamic Planner Limited

💰 Finance
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See developer apps

FAQ

Is Tram free to use?

Yes, Tram is available for free download and use. The app is offered at no cost to users, allowing them to manage their financial plans and investments.

What devices does Tram support?

Tram is currently supported on iPhone and iPod devices. Users can access their financial information and tools on these Apple mobile platforms.

How secure is the messaging feature in Tram?

The app features a secure messaging system designed for communication between users and their financial advisors. This ensures that sensitive financial discussions are protected.

What kind of financial content is available in Tram?

Tram provides insightful finance and lifestyle related content that users can tailor to their preferences. This content aims to help users make better financial decisions.

How often is Tram updated?

The latest version of Tram is 1.3.6, last updated on January 12, 2026. This indicates a recent update, suggesting ongoing development and maintenance.

What is the age rating for Tram?

Tram has an age rating of 17+. This is likely due to the nature of financial planning and investment management content within the application.

Can I see my investment risk with Tram?

Yes, the app allows you to check the risk you are currently taking with your investments. This feature helps users understand their portfolio's risk exposure.

Does Tram integrate with banks?

The provided information does not specify direct bank integrations. Tram focuses on portfolio valuation and financial plan progress in partnership with a financial advisor.