Business PlannerSimpleplanning.com
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Related Products
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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!
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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.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Anyone that needs business planning software
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Audience
Wealth managers seeking a tool to ensure investment suitability, increase efficiency and demonstrate value to their clients
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$59.95 one-time payment
Free Version
Free Trial
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Pricing
$198.30 per month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationSimpleplanning.com
United States
www.simpleplanning.net
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Company InformationDynamic Planner
Founded: 2010
United Kingdom
www.dynamicplanner.com
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Categories |
Categories |
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Business Plan Features
Business Plan Templates
Collaboration
Dashboard
Financial Projections
Financial Templates
Fundraising Management
Investor Management
Pitch Presentation
Social Sharing
Step-by-Step Wizard
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Integrations
Iress
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