+
+

Related Products

  • Martus
    160 Ratings
    Visit Website
  • North One
    5,042 Ratings
    Visit Website
  • Wallester
    270 Ratings
    Visit Website
  • EventsAir
    148 Ratings
    Visit Website
  • NaviPlan
    Visit Website
  • Float
    3,716 Ratings
    Visit Website
  • Sage Intacct
    8,554 Ratings
    Visit Website
  • MentorCity
    49 Ratings
    Visit Website
  • Maintenance Care
    292 Ratings
    Visit Website
  • CompUp
    66 Ratings
    Visit Website

About

Financial planners recommend organizing and planning your money on a monthly calendar budget. CalendarBudget is a personal finance app designed to be easy to use and to allow you to both TRACK and PLAN your money management in the past and future. It’s easy to use, user-friendly money planner with no complicated system that takes weeks to get used to - just walk up and use our budget saver app. - Never miss a bill again with calendared reminders - Know when your income, expenses, and regular spending happen - See your account balance on any day in the future - Plan ahead for upcoming major expenses - Plan to save for your future! - Mobile and browser versions stay perfectly in sync Budgeting Software: The world needs this budget planner money manager expenses calendar app- you need it too Consumer debt is at an all-time high. Managing personal finances is challenging because easy credit, impulse buying, and poor financial planning are all too common.

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

Companies, students, and professionals interested in a budget planning tool

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

$7.99 per month
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

CalendarBudget
Canada
calendarbudget.com

Company Information

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

Alternatives

Alternatives

Moneytree

Moneytree

Moneytree Software
Mint

Mint

Intuit
SuccessionLabX

SuccessionLabX

DragonVerse Media Inc
YNAB

YNAB

You Need A Budget
BITA Risk

BITA Risk

corfinancial

Categories

Categories

Budgeting Features

"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control

Integrations

Iress
MX

Integrations

Iress
MX
Claim CalendarBudget and update features and information
Claim CalendarBudget and update features and information
Claim Dynamic Planner and update features and information
Claim Dynamic Planner and update features and information