+
+

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
    148 Ratings
    Visit Website
  • anny
    118 Ratings
    Visit Website
  • 8am
    1,206 Ratings
    Visit Website
  • Soraban
    6 Ratings
    Visit Website
  • Dynamo Software
    71 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

Moneyinfo is a digital wealth relationship and client portal platform that gives financial advisory and wealth management firms a branded web and mobile experience where their clients can securely view and manage their entire financial life, including investments, savings, pensions, banking, mortgages, credit cards, insurances, and property valuations, all in one place with 24/7 access and a single login. It aggregates data from multiple sources so clients see a consolidated view of their accounts and assets, supports secure messaging, document sharing, and storage, biometric login, and integrated e-signatures, and lets advisers communicate and collaborate with clients more effectively while staying compliant and digital-first. Moneyinfo also includes workflow automation, onboarding tools, portfolio and performance summaries, and mobile app delivery fully tailored to a firm’s brand to increase client engagement and loyalty.

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

Wealth managers, financial planners, private banks, and advisory firms seeking a tool to centralize client finances, improve engagement, and streamline secure communication and document workflows

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

Free
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

Moneyinfo
Founded: 2002
United Kingdom
moneyinfo.com

Alternatives

Moneytree

Moneytree

Moneytree Software

Alternatives

MoneyWare

MoneyWare

Miles Software (EbixCash)
SuccessionLabX

SuccessionLabX

DragonVerse Media Inc
BITA Risk

BITA Risk

corfinancial
PriceMetrix

PriceMetrix

McKinsey & Company

Categories

Categories

Integrations

Iress

Integrations

Iress
Claim Dynamic Planner and update features and information
Claim Dynamic Planner and update features and information
Claim Moneyinfo and update features and information
Claim Moneyinfo and update features and information