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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 Business Planner?

Numerous leading accounting software solutions tend to be excessively intricate for the requirements of contemporary small enterprises, frequently necessitating a lengthy initial configuration that can extend beyond an hour before users can start leveraging the application. Conversely, our Excel Business Planner enables you to formulate your financial strategies, document results, or create invoices in just seconds. Unlike many accounting systems that confine your financial data to online storage, restricting access to internet connectivity, our Excel Business Planner allows for the freedom to work both online and offline. As it functions as a straightforward Excel spreadsheet, there's no requirement for extra software installations—just download the spreadsheet and begin right away. This efficient approach guarantees that small business owners can dedicate more time to their operations, rather than becoming overwhelmed by complex software configurations. With our solution, controlling your finances becomes an effortless and streamlined process, empowering you to manage your business effectively and without unnecessary delays.

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

$59.95 one-time payment
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

Simpleplanning.com

Company Location

United States

Company Website

www.simpleplanning.net

Categories and Features

Categories and Features

Business Plan

Business Plan Templates
Collaboration
Dashboard
Financial Projections
Financial Templates
Fundraising Management
Investor Management
Pitch Presentation
Social Sharing
Step-by-Step Wizard

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