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
The ProFile Planner serves as a comprehensive digital solution for managing classrooms, planning lessons, conducting developmental screenings, and facilitating communication for early childhood centers and home-based care providers. By acquiring the ProFile Planner for Learn Every Day, users gain access to Kaplan's unique curriculum already integrated into the platform. Additionally, the Busy Day app complements the ProFile Planner, ensuring that parents stay updated on their child's daily schedule, developmental progress, and care routines. This platform not only saves time and enhances efficiency but also simplifies the lesson planning process, fosters more frequent communication with parents, and allows for easy report generation that adheres to regulatory standards. The annual license includes features such as access to a dedicated help support desk, limited onboarding support, and quarterly software updates. Furthermore, the user experience has been refined, making processes and procedures more straightforward and user-friendly. Administrators will take charge of loading and managing the master data in the ProFile Planner, relieving individual classroom teachers of this responsibility and enabling them to focus more on their teaching duties.
API Access
Has API
Yes
API Access
Has API
No
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
iActive Learning
Website
www.iactivelearning.com
Product Features
Product Features
Classroom Management
Attendance Management
Yes
Block Websites/Applications
Yes
Built in LMS
Yes
Collaboration Tools
No
For Classroom
Yes
For Labs
Yes
Internet Usage Monitoring
Yes
Real-time Chat
Yes
Remote Access/Control
Yes
Report Cards
Yes
Support Audio/Images/Video
Yes
Tests/Assessments
Yes
Transcripts
Yes
View Student Monitors
No