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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Microsoft Planner has introduced exciting new tools and features designed specifically for team leaders. Users now have the ability to establish necessary custom fields within a single plan and seamlessly duplicate them across multiple plans. Additionally, they can view the latest run time and status for OneDrive or local backups. Tasks can be easily copied or moved from one plan to another by simply selecting the desired destination plan name. There's also the option to archive Planner tasks within a SharePoint List, allowing for archived plans and their tasks to be viewed in a read-only format. The Power BI reporting pack enables users to develop dynamic dashboards for Microsoft Planner by consistently updating data to keep the dashboards current. Furthermore, users can schedule automatic backups of their plans and tasks as Excel files to OneDrive or a local folder, which can be utilized to recreate Plans and Tasks through the Planner Manager. The task movement feature allows users to transfer tasks between plans along with all associated attachments and conversations. They can also export and import tasks using Excel, and create plan templates to easily initiate new plans from scratch, enhancing overall productivity and collaboration within teams. This comprehensive set of tools empowers team leaders to manage their projects more effectively than ever before.

Description

Dynamic Planner is the essential financial planning solution that guarantees investment suitability, enhances operational efficiency, and showcases value to clients. With Dynamic Planner, you can confidently create engaging financial plans that ensure your clients' investment suitability. What typically takes hours for an investment review can now be completed in under 45 minutes, streamlining your workflow. The platform is user-friendly and easy to integrate into your existing systems. Moreover, the insightful reporting features in Dynamic Planner empower firms to strengthen client relationships and deliver increased value. We invite you to discuss how our comprehensive financial planning process can benefit your organization, simplifying the implementation and onboarding experience. By utilizing Dynamic Planner's award-winning psychometric risk profiling questionnaires, you can maintain a consistent understanding of risk throughout your financial planning journey. In today's financial landscape, accurately profiling your client's risk tolerance has never been more critical for successful outcomes. This innovative approach not only enhances client satisfaction but also significantly boosts the efficiency of your financial planning operations.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Iress No 

Integrations

Iress Yes 

Pricing Details

$49 per year
Free Trial Yes 
Free Version No 

Pricing Details

$198.30 per month
Free Trial No 
Free Version No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Apps4.Pro

Founded

2007

Country

India

Website

apps4.pro/planner-manager/

Vendor Details

Company Name

Dynamic Planner

Founded

2010

Country

United Kingdom

Website

www.dynamicplanner.com

Product Features

Productivity

Collaboration No 
Database Creation No 
Document Creation No 
File Sharing No 
Notes Management No 
Office Suite No 
Presentation Tools No 
Project Management Yes 
Task Management Yes 
Team Chat No 

Product Features

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