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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

Virtual Corporation's Sustainable Plan® is a cost-effective, customizable and comprehensive business continuity software solution. It allows you and your company to create, update, maintain, and revise your own continuity and risk management programs. This intuitive resilience planner is designed to help business continuity professionals, information security professionals, and risk managers maximize efficiency. Sustainable Planner is ready to use and includes a variety of proven methodologies that are tailored to the specific market needs of our customers and partners. These templates can easily be customized with your terminology and unique data requirements to meet your business continuity management (BCM), or information technology (IT), disaster recovery (DR) requirements.

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

9,995/year
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

Virtual Corporation

Founded

1994

Country

United States

Website

www.virtual-corp.com/sustainable-planner

Product Features

Product Features

Business Continuity

Backup Log
Backup Scheduling
Compression
Continuous Backup
Encryption
Incremental Backup
Local Server Options
Multiple System Support
Remote Server Options
Secure Data Storage
Web Access / Restoration

Alternatives

Alternatives

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Moneytree

Moneytree Software
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ParaSolution

Premier Continuum
BITA Risk Reviews

BITA Risk

corfinancial
Sirius Business Continuity Reviews

Sirius Business Continuity

Sirius Computer Solutions