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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

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

Toolio is a cloud-native AI merchandising platform built for modern retail, designed to automate workflows, deliver real-time insights, and enable seamless collaboration. Replacing spreadsheets and legacy systems, Toolio combines an intuitive, Excel-like interface with robust, flexible planning capabilities. Planners adopt Toolio easily, its familiar grid-based layout supports copy/paste, drag-to-copy, and Excel exports while offering a more powerful planning framework underneath. With a 95%+ adoption rate, guided onboarding, and self-service resources, tangible ROI is realized fast. Toolio’s no-code configuration lets brands and retailers define custom metrics, hierarchies, and workflows, supporting top-down, bottom-up, and middle-out planning. Merchandise, assortment, and allocation planning live in one integrated environment, ensuring targets and decisions stay connected and up to date. Toolio’s AI acts as a planner’s copilot—cleansing data, optimizing forecasts, and surfacing insights across demand, sizing, and clustering. With transparent, explainable models, AI enhances human judgment, helping retailers plan faster, smarter, and with measurable results.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Amazon Redshift No 
Backbone PLM No 
Cin7 Inventory Management No 
GoodDay No 
Google Cloud BigQuery No 
Iress Yes 
Looker No 
Microsoft Dynamics 365 No 
NetSuite No 
NetSuite CRM No 
NewStore No 
RLM Apparel Software No 
Salesforce No 
ShipMonk No 
Shopify No 
Snowflake No 
WFX PLM No 

Integrations

Amazon Redshift Yes 
Backbone PLM Yes 
Cin7 Inventory Management Yes 
GoodDay Yes 
Google Cloud BigQuery Yes 
Iress No 
Looker Yes 
Microsoft Dynamics 365 Yes 
NetSuite Yes 
NetSuite CRM Yes 
NewStore Yes 
RLM Apparel Software Yes 
Salesforce Yes 
ShipMonk Yes 
Shopify Yes 
Snowflake Yes 
WFX PLM Yes 

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 Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Dynamic Planner

Founded

2010

Country

United Kingdom

Website

www.dynamicplanner.com

Vendor Details

Company Name

Toolio

Founded

2019

Country

United States

Website

www.toolio.com

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Product Features

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