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
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

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
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

$198.30 per month
Free Version
Free Trial

Pricing

No information available.
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

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

Categories

Inventory Management Features

Alerts/Notifications
Barcoding / RFID
Forecasting
Inventory Optimization
Kitting
Manufacturing Inventory Management
Mobile Access
Multi-Channel Management
Product Identification
Reorder Management
Reporting/Analytics
Retail Inventory Management
Supplier Management
Warehouse Management

Supply Chain Management Features

Demand Planning
Electronic Data Interchange
Import / Export Management
Inventory Management
Order Fulfillment
Order Management
Sales & Operations Planning
Shipping Management
Supplier Management
Transportation Management
Warehouse Management

Integrations

Iress
Microsoft Dynamics GP
Oracle Fusion Cloud ERP
SAP ERP
SYSPRO ERP
Visibility ERP

Integrations

Iress
Microsoft Dynamics GP
Oracle Fusion Cloud ERP
SAP ERP
SYSPRO ERP
Visibility ERP
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