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
NutraPlanner is a comprehensive nutrition planning application designed for registered dietitians and health-conscious users. Developed in Canada and compliant with PIPEDA regulations, it integrates meal planning, client management, and a sophisticated dietary filtering system all within a single platform. Registered dietitians utilize NutraPlanner to craft tailored meal plans, oversee client information and appointments, monitor health metrics and objectives, and create grocery lists; simultaneously, the filtering system adeptly aligns recipes with specific allergies, intolerances, and dietary preferences such as gluten-free, dairy-free, or vegetarian. The health data of clients is securely stored in Canada and is protected through encryption while at rest. NutraPlanner caters to independent practitioners, group practices, and individuals seeking high-quality nutrition planning tools typically used by dietitians. This innovative software not only streamlines the planning process but also empowers users to achieve their nutritional goals more effectively.
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
Free plan; paid from $290/year
Free Trial
No
Free Version
Yes
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
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
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
NutraPlanner
Founded
2022
Country
Canada
Website
nutraplanner.com
Product Features
Product Features
Nutritionist
Appointment Scheduling
No
Billing & Invoicing
No
Dietary Analysis
No
Goal Setting / Tracking
No
Meal Planning
No
Nutrient Database
No
Patient Management
No
Patient Portal
No