Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Ganttic Reviews & Ratings
    240 Ratings
    Company Website
  • SKU Science Reviews & Ratings
    16 Ratings
    Company Website
  • AI Video Cut Reviews & Ratings
    1 Rating
    Company Website
  • NaviPlan Reviews & Ratings
    Company Website
  • EventsAir Reviews & Ratings
    125 Ratings
    Company Website
  • anny Reviews & Ratings
    114 Ratings
    Company Website
  • Canopy Reviews & Ratings
    950 Ratings
    Company Website
  • 8am Reviews & Ratings
    1,130 Ratings
    Company Website
  • Soraban Reviews & Ratings
    6 Ratings
    Company Website
  • Xero Reviews & Ratings
    5,852 Ratings
    Company Website

What is Dynamic Planner?

Dynamic Planner serves as a vital solution for financial planning that ensures investment appropriateness, improves operational workflows, and highlights value for clients. By utilizing Dynamic Planner, you can effectively design compelling financial plans that prioritize your clients' investment needs. Tasks that traditionally required extensive hours for investment assessments can now be finalized in less than 45 minutes, optimizing your overall productivity. The platform is designed with user-friendliness in mind, making it seamless to incorporate into your current systems. Additionally, the robust reporting capabilities offered by Dynamic Planner enable firms to enhance their client interactions and provide greater value. We encourage you to explore how our all-encompassing financial planning approach can positively impact your organization, simplifying both the implementation and onboarding processes. Through Dynamic Planner’s award-winning psychometric risk profiling questionnaires, you are able to maintain a coherent grasp of risk throughout your financial planning efforts. In the current financial environment, precise assessment of your clients' risk tolerance is paramount for achieving favorable results. This cutting-edge strategy not only improves client satisfaction but also greatly enhances the productivity of your financial planning processes, allowing for more effective service delivery and relationship management. Ultimately, adopting Dynamic Planner empowers financial advisors to provide tailored solutions that resonate with their clients’ unique financial journeys.

What is Boldin?

This financial wellness platform offers tailored solutions that address the varying needs of different businesses. By leveraging its APIs, users have the ability to develop tools that deliver comprehensive financial forecasts. The white-label planner provides an extensive do-it-yourself financial planning experience, and interactive calculators can be easily integrated into websites to engage users effectively. Moreover, the platform emphasizes education and training to boost users' financial confidence and knowledge. Financial advisors are provided with sophisticated tools that facilitate close collaboration with clients on their financial strategies. In addition, the platform employs a holistic approach, boasting the Financial Projection Engine (FPE) for meticulous financial calculations, which enables individuals to make informed decisions regarding their financial and time management. The integration process is designed to be user-friendly, whether through customizable planners or APIs, ensuring seamless alignment with a company’s goals. Ultimately, this adaptable platform not only assists businesses but also aims to enhance the financial health of their clients, fostering a more financially literate society. By prioritizing user experience and comprehensive support, it stands out as a leader in financial wellness solutions.

Media

Media

Integrations Supported

Iress

Integrations Supported

Iress

API Availability

Has API

API Availability

Has API

Pricing Information

$198.30 per month
Free Trial Offered?
Free Version

Pricing Information

$120 per year
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Dynamic Planner

Date Founded

2010

Company Location

United Kingdom

Company Website

www.dynamicplanner.com

Company Facts

Organization Name

Boldin

Date Founded

2015

Company Location

United States

Company Website

www.boldin.com/retirement/enterprise/home/

Categories and Features

Categories and Features

Popular Alternatives

Moneytree Reviews & Ratings

Moneytree

Moneytree Software

Popular Alternatives

Moneytree Reviews & Ratings

Moneytree

Moneytree Software
BITA Risk Reviews & Ratings

BITA Risk

corfinancial