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
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
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
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
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