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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Gain comprehensive insights into your ICT portfolio with the help of DATAVISO Roadmaps Planner, which identifies the optimal times for cost-efficient software upgrades. This tool enables you to prioritize management over the tedious task of data collection. Conducting an Application Portfolio Analysis is essential for businesses of all sizes and across various industries, as it ensures you stay informed about the technical health of your software. While there are multiple methods for assessing your application portfolio, it is crucial to maintain a regular evaluation of your software’s performance. DATAVISO Roadmaps Planner simplifies and automates this process, allowing for greater efficiency. Offering a distinctive global SaaS and DaaS platform, DATAVISO streamlines the lifecycle management of IT assets through an interactive visual planning tool. The integration of the DATAVISO Lifecycle Database with the Roadmaps Planner provides a seamless access point to reliable, current data and online resources. This solution is specifically designed for CIOs, CTOs, ICT strategists, and ICT architects, ensuring their unique needs are met effectively. With DATAVISO, managing your IT infrastructure has never been more straightforward.

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

Screenshots View All

Screenshots View All

Integrations

Adobe Advertising Cloud
IBM Cloud
Iress
Microsoft 365
OpenText NetIQ Access Manager
Oracle Cloud Infrastructure
SAP Cloud Platform
SUSE Cloud Application Platform
Symantec Advanced Authentication
VMware Cloud

Integrations

Adobe Advertising Cloud
IBM Cloud
Iress
Microsoft 365
OpenText NetIQ Access Manager
Oracle Cloud Infrastructure
SAP Cloud Platform
SUSE Cloud Application Platform
Symantec Advanced Authentication
VMware Cloud

Pricing Details

No price information available.
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

Dataviso

Founded

2015

Country

United Kingdom

Website

www.dataviso.com

Vendor Details

Company Name

Dynamic Planner

Founded

2010

Country

United Kingdom

Website

www.dynamicplanner.com

Product Features

Product Roadmap

Collaboration
Content Import / Export
Diagramming
Drag & Drop
Feature Management
Milestone Tracking
Prioritization
Requirements Management
Workflow Management

Product Features

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