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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 No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Adobe Advertising Cloud Yes 
IBM Cloud Yes 
Iress No 
Microsoft 365 Yes 
OpenText NetIQ Access Manager Yes 
Oracle Cloud Infrastructure Yes 
SAP Cloud Platform Yes 
SUSE Cloud Application Platform Yes 
Symantec Advanced Authentication Yes 
VMware Cloud Yes 

Integrations

Adobe Advertising Cloud No 
IBM Cloud No 
Iress Yes 
Microsoft 365 No 
OpenText NetIQ Access Manager No 
Oracle Cloud Infrastructure No 
SAP Cloud Platform No 
SUSE Cloud Application Platform No 
Symantec Advanced Authentication No 
VMware Cloud No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$198.30 per month
Free Trial No 
Free Version 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 

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) No 
In Person Yes 

Types of Training

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

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 No 
Content Import / Export No 
Diagramming No 
Drag & Drop No 
Feature Management No 
Milestone Tracking No 
Prioritization No 
Requirements Management No 
Workflow Management No 

Product Features

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