FlowVision ION

FlowVision ION

FlowVision
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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.

About

With inventory levels, you cannot just “set it and forget it.” Customer demands and business needs change. It is important to have a solution to adapt your inventory needs to changing demand. Based on actual demand, ION can dynamically determine the optimum inventory to carry on a daily basis. Designed to have an intuitive workflow, ION drastically simplifies a planner’s life by empowering them with actionable and easy to understand data. ION flags any items that need review and presents them to the planner in a visual manner so that the planner can quickly make reorder point decisions. Buying requirements seamlessly move from the planning phase to the buyer. ION takes into account minimum order quantities (MOQ), lead times, package size, inventory in the supply chain, and backlog to make sure the buyers have all relevant information at their fingertips.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

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

Audience

Companies looking for an inventory management system

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$198.30 per month
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

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 Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

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

Company Information

FlowVision
Founded: 1998
United States
flowvision.com/what-we-do/software/ion-inventory-optimization-network/

Alternatives

Moneytree

Moneytree

Moneytree Software

Alternatives

RELEX

RELEX

RELEX Solutions
DemandPlanner

DemandPlanner

Demand Planner
SuccessionLabX

SuccessionLabX

DragonVerse Media Inc
Manhattan Active Inventory

Manhattan Active Inventory

Manhattan Associates
BITA Risk

BITA Risk

corfinancial

Categories

Wealth Management Supported

Categories

Inventory Management Features

Alerts/Notifications Not Supported
Barcoding / RFID Not Supported
Forecasting Not Supported
Inventory Optimization Supported
Kitting Not Supported
Manufacturing Inventory Management Supported
Mobile Access Not Supported
Multi-Channel Management Not Supported
Product Identification Not Supported
Reorder Management Supported
Reporting/Analytics Supported
Retail Inventory Management Not Supported
Supplier Management Supported
Warehouse Management Supported

Supply Chain Management Features

Demand Planning Supported
Electronic Data Interchange Supported
Import / Export Management Not Supported
Inventory Management Supported
Order Fulfillment Not Supported
Order Management Not Supported
Sales & Operations Planning Not Supported
Shipping Management Not Supported
Supplier Management Supported
Transportation Management Not Supported
Warehouse Management Supported

Integrations

Iress Supported
Microsoft Dynamics GP Not Supported
Oracle Fusion Cloud ERP Not Supported
SAP ERP Not Supported
SYSPRO ERP Not Supported
Visibility ERP Not Supported

Integrations

Iress Not Supported
Microsoft Dynamics GP Supported
Oracle Fusion Cloud ERP Supported
SAP ERP Supported
SYSPRO ERP Supported
Visibility ERP Supported
Claim Dynamic Planner and update features and information
Claim Dynamic Planner and update features and information
Claim FlowVision ION and update features and information
Claim FlowVision ION and update features and information