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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
Tasor Planner is advanced scheduling and planning software. It automatically generates optimal production schedules and plans, giving businesses a competitive edge by lowering costs and reducing delivery times. Tasor Planner optimizes production planning in environments with complex dependencies and constraints, creating precise and optimal production schedules. It is an ideal fit for companies of all sizes—small, medium, and large. Tasor Planner allows you to adjust the parameters of the Profit Calculator according to your production. It makes it possible to meet customer order due dates even in the most complicated cases. Tasor Planner enables you to know exactly when and how much product will be available, allowing you to accurately estimate delivery dates.
API Access
Has API
API Access
Has API
Integrations
Iress
Pricing Details
$198.30 per month
Free Trial
Free Version
Pricing Details
Start for Free
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
Virtuona
Founded
2006
Country
Serbia
Website
www.virtuonasoft.com
Product Features
Product Features
APS
Automated Scheduling
Capacity Planning
Change Management
Constraint Management
Demand Planning
KPIs
MRP
Order Management
Production Scheduling
Quality Management
What-if Analysis
Inventory Management
Alerts/Notifications
Barcoding / RFID
Forecasting
Inventory Optimization
Kitting
Manufacturing Inventory Management
Mobile Access
Multi-Channel Management
Product Identification
Reorder Management
Reporting/Analytics
Retail Inventory Management
Supplier Management
Warehouse Management
Job Shop
Billing & Invoicing
Capacity Management
Job Costing
Job Tracking
Order Management
Purchasing
Quality Control
Quotes / Estimates
Scheduling
Shipping Management
Traceability
Work Order Management
Manufacturing Execution
Document Management
Forecasting
Quality Control
Quote Management
Resource Management
Supplier Management
Supply Chain Management
Traceability
MRP
Bills of Material
Compliance Management
Document Management
Forecasting
Formula Management
Inventory Management
Order Management
Process Manufacturing
Product Configurator
Production Scheduling
Quality Control
Quality Management
Quote Management
Reporting/Analytics
Resource Management
Safety Management
Supplier Management
Supply Chain Management
Product Lifecycle Management
Change Management
Compliance Management
Cost Tracking
Design Management
Document Management
Product Data Management
Project Management
Requirements Management
Supplier Management
Production Scheduling
"What If" Scenarios
Automated Scheduling
Bottleneck Optimization
Capacity Planning
Constraint Scheduling
Job Scheduling
Material Planning
Priority-Based Scheduling
Quality Control
