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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
API Access
Has API
Integrations
Iress
Pricing Details
$49 per year
Free Trial
Free Version
Pricing Details
$198.30 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
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
Database Creation
Document Creation
File Sharing
Notes Management
Office Suite
Presentation Tools
Project Management
Task Management
Team Chat