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

  • SKU Science Reviews & Ratings
    16 Ratings
    Company Website
  • Ganttic Reviews & Ratings
    240 Ratings
    Company Website
  • EventsAir Reviews & Ratings
    126 Ratings
    Company Website
  • anny Reviews & Ratings
    114 Ratings
    Company Website
  • MikMak Reviews & Ratings
    85 Ratings
    Company Website
  • Jesta Vision Suite Reviews & Ratings
    25 Ratings
    Company Website
  • Microsoft 365 Reviews & Ratings
    19,939 Ratings
  • AI Video Cut Reviews & Ratings
    1 Rating
    Company Website
  • Zoho Projects Reviews & Ratings
    1,850 Ratings
    Company Website
  • NaviPlan Reviews & Ratings
    Company Website

What is Toolio?

Toolio is an AI-driven, cloud-based merchandising platform purpose-built for modern retailers. It streamlines planning by automating manual tasks, providing real-time visibility, and connecting teams in one collaborative space. Designed to replace spreadsheets and outdated legacy tools, Toolio blends the familiarity of Excel with the sophistication of an integrated, data-driven planning system. Planners ramp up quickly with Toolio’s intuitive grid interface, which supports copy/paste, drag-to-copy, and Excel exports, delivering a smooth transition and a more dynamic planning experience. With 95%+ user adoption and comprehensive onboarding resources, teams achieve measurable impact fast. Toolio’s no-code flexibility allows retailers to customize metrics, hierarchies, and workflows while supporting top-down, bottom-up, and middle-out planning approaches. Merchandise, assortment, and allocation modules operate in sync, keeping goals, forecasts, and execution aligned in real time. Powered by AI, Toolio serves as a true planning copilot, cleansing data, refining forecasts, and identifying opportunities across demand, sizing, and clustering. Its explainable AI models give planners confidence and clarity, empowering them to make faster, more informed decisions that drive growth.

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.

Media

Media

Integrations Supported

Amazon Redshift
Backbone PLM
Cin7 Inventory Management
GoodDay
Google Cloud BigQuery
Iress
Looker
Microsoft Dynamics 365
NetSuite
NetSuite CRM
NewStore
RLM Apparel Software
Salesforce
ShipMonk
Shopify
Snowflake
WFX PLM

Integrations Supported

Amazon Redshift
Backbone PLM
Cin7 Inventory Management
GoodDay
Google Cloud BigQuery
Iress
Looker
Microsoft Dynamics 365
NetSuite
NetSuite CRM
NewStore
RLM Apparel Software
Salesforce
ShipMonk
Shopify
Snowflake
WFX PLM

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$198.30 per month
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

Toolio

Date Founded

2019

Company Location

United States

Company Website

www.toolio.com

Company Facts

Organization Name

Dynamic Planner

Date Founded

2010

Company Location

United Kingdom

Company Website

www.dynamicplanner.com

Categories and Features

Categories and Features

Popular Alternatives

Popular Alternatives

Moneytree Reviews & Ratings

Moneytree

Moneytree Software
BITA Risk Reviews & Ratings

BITA Risk

corfinancial