+
+

Related Products

  • Ganttic
    242 Ratings
    Visit Website
  • SKU Science
    16 Ratings
    Visit Website
  • AI Video Cut
    1 Rating
    Visit Website
  • Onetrace
    4 Ratings
    Visit Website
  • NaviPlan
    Visit Website
  • EventsAir
    154 Ratings
    Visit Website
  • 8am
    1,240 Ratings
    Visit Website
  • Soraban
    8 Ratings
    Visit Website
  • Dynamo Software
    71 Ratings
    Visit Website
  • 3D Cloud
    42 Ratings
    Visit Website

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

Quickly capture critical risk-related information about your new and recurring business with Intapp Intake. Conduct thorough due diligence with speed and accuracy, using modern business processes, including dynamic risk-based questionnaires, workflows, and scoring models that integrate with your other systems and trusted third-party data sources. Collect information and assess risk with greater speed and accuracy. Align your onboarding decisions with your firm’s strategy. Centralize the critical information and processes that protect your firm. Design better processes with dynamic workflows, forms, and approval routing. Enforce firm policies through the automated creation and collection of engagement letters. Streamline the collection of external information for internal risk assessment processes, such as lateral hires or AML. Align onboarding decisions with your firm’s risk appetite using defined risk-scoring metrics.

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

Enterprises in search of a solution to assess client risk and onboard new businesses

Support

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

Support

Phone Support Supported
24/7 Live Support Not 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

Intapp
Founded: 2000
United States
www.intapp.com/intake/

Alternatives

Moneytree

Moneytree

Moneytree Software

Alternatives

CorpIntake

CorpIntake

PaayaTech Inc.
SuccessionLabX

SuccessionLabX

DragonVerse Media Inc
BITA Risk

BITA Risk

corfinancial

Categories

Wealth Management Supported

Categories

Integrations

Bureau van Dijk Review Not Supported
D&B Connect Not Supported
Iress Supported
Microsoft 365 Not Supported
S&P Capital IQ Desktop Not Supported

Integrations

Bureau van Dijk Review Supported
D&B Connect Supported
Iress Not Supported
Microsoft 365 Supported
S&P Capital IQ Desktop Supported
Claim Dynamic Planner and update features and information
Claim Dynamic Planner and update features and information
Claim Intapp Intake and update features and information
Claim Intapp Intake and update features and information