Business Planner

Business Planner

Simpleplanning.com
+
+

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About

Most big name accounting software is far too cumbersome for today's small businesses. They require significant setup time (often an hour or more) before one is able to use the program. Not so with our Excel Business planner. You will be building your financial plan, recording results or creating an invoice within seconds. Many accounting software sites store your financial data online, so you can only access your data while you're online. With our Excel Business Planner, you can use it whenever you like, online or offline. Because our Business Planner is an Excel spreadsheet, there is no additional software to set up... just download the spreadsheet and go!

About

Dynamic Planner is the one financial planning system you need to ensure investment suitability, increase efficiency and demonstrate value to your clients. Be confident that you are ensuring investment suitability for your clients through engaging financial plans. Dynamic Planner takes what can be hours of work for an investment review and reduces it to less than 45 minutes. Easy to onboard and use. Insightful reporting in Dynamic Planner helps firms grow client relationships and provide greater value. We’d love to talk to you about how our end-to-end financial planning process can help your firm, and how we make implementation and onboarding a breeze. Using Dynamic Planner’s award-winning psychometric risk profiling questionnaires you can ensure nothing is lost in translation throughout your financial planning process with one definition of risk. Accurately risk profiling your client has never been so vital.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Anyone that needs business planning software

Audience

Wealth managers seeking a tool to ensure investment suitability, increase efficiency and demonstrate value to their clients

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$59.95 one-time payment
Free Version
Free Trial

Pricing

$198.30 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Simpleplanning.com
United States
www.simpleplanning.net

Company Information

Dynamic Planner
Founded: 2010
United Kingdom
www.dynamicplanner.com

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BITA Risk

BITA Risk

corfinancial

Categories

Categories

Business Plan Features

Business Plan Templates
Collaboration
Dashboard
Financial Projections
Financial Templates
Fundraising Management
Investor Management
Pitch Presentation
Social Sharing
Step-by-Step Wizard

Integrations

Iress

Integrations

Iress
Claim Business Planner and update features and information
Claim Business Planner and update features and information
Claim Dynamic Planner and update features and information
Claim Dynamic Planner and update features and information