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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

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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Iress

Integrations

Iress

Pricing Details

$198.30 per month
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

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
Block Websites/Applications
Built in LMS
Collaboration Tools
For Classroom
For Labs
Internet Usage Monitoring
Real-time Chat
Remote Access/Control
Report Cards
Support Audio/Images/Video
Tests/Assessments
Transcripts
View Student Monitors

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