Average Ratings 0 Ratings
Average Ratings 0 Ratings
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.
Description
ExlAthena serves as an advanced AI decision intelligence tool specifically designed for the global sectors of manufacturing, retail, and distribution supply chains. A single delayed shipment, equipment malfunction, or inaccurate master record can create widespread disruptions in planning, inventory management, and service delivery. By integrating data from ERP, MES, warehouse, and logistics systems into a cohesive live knowledge graph, ExlAthena monitors every change to identify its subsequent impacts, allowing planners to address potential risks at their source and mitigate further consequences. Each proposed action is accompanied by a clear rationale, ensuring that planners have the final say in their implementation. Compatible with platforms such as SAP, Oracle, and Microsoft Dynamics, ExlAthena effectively supports both planning and operations teams, enhancing their ability to make informed decisions. This innovative solution not only streamlines processes but also empowers organizations to respond proactively to supply chain challenges.
API Access
Has API
Yes
API Access
Has API
No
Screenshots View All
No images available
Integrations
Iress
No
Pricing Details
$198.30 per month
Free Trial
No
Free Version
No
Pricing Details
No price information available.
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
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Dynamic Planner
Founded
2010
Country
United Kingdom
Website
www.dynamicplanner.com
Vendor Details
Company Name
Exlathena Technologies Pvt Ltd
Founded
2026
Country
India
Website
exlathena.com
Product Features
Product Features
Supply Chain Management
Demand Planning
No
Electronic Data Interchange
No
Import / Export Management
No
Inventory Management
No
Order Fulfillment
No
Order Management
No
Sales & Operations Planning
No
Shipping Management
No
Supplier Management
No
Transportation Management
No
Warehouse Management
No