ProFile Planner

ProFile Planner

iActive Learning
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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

The ProFile Planner is an all in one digital classroom management, lesson planning, developmental screening, and communications tool for early childhood centers and home care providers. Purchase the ProFile Planner for Learn Every Day, preloaded with Kaplan's exclusive curriculum. Our Busy Day is a companion app to the ProFile Planner, and is designed to keep parents informed of their child’s schedule, progress, and daily care routine. Save time, improve efficiency, simplify lesson planning, communicate more frequently with parents, and easily generate reports that meet government and agency guidelines. Services included in this annual license are access to the help support desk, limited onboarding assistance, and quarterly updates.Processes and procedures have been simplified and streamlined for ease of customer use. Your administrators will load and manage the master data into ProFile Planner, instead of the individual classroom teacher.

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

Childcare centers looking for a tool to keep parents informed of their child’s schedule

Support

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

Support

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

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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 Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

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

Company Information

iActive Learning
www.iactivelearning.com

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Categories

Wealth Management Supported

Categories

Classroom Management Features

Attendance Management Supported
Block Websites/Applications Supported
Built in LMS Supported
Collaboration Tools Not Supported
For Classroom Supported
For Labs Supported
Internet Usage Monitoring Supported
Real-time Chat Supported
Remote Access/Control Supported
Report Cards Supported
Support Audio/Images/Video Supported
Tests/Assessments Supported
Transcripts Supported
View Student Monitors Not Supported

Integrations

Iress Supported

Integrations

Iress Not Supported
Claim Dynamic Planner and update features and information
Claim Dynamic Planner and update features and information
Claim ProFile Planner and update features and information
Claim ProFile Planner and update features and information