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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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

Screenshots View All

No images available

Integrations

Iress Yes 

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 

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