Tasor Planner

Tasor Planner

Virtuona
+
+

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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

Tasor Planner is a powerful software solution for advanced planning and scheduling. It automatically generates optimal production plans and schedules, enabling businesses to gain a competitive edge by lowering costs and shortening delivery times. Tasor Planner optimizes production planning even in environments with the most challenging constraints and dependencies, creating accurate and optimal production schedules. Tasor Planner is a perfect fit for companies of all sizes—small, medium, and large enterprises. Adjust the parameters in the Profit Calculator application according to your production needs and calculate the profit increase using Tasor Planner. Tasor Planner allows businesses to consistently meet customer order due dates, even in the most complex cases. With Tasor Planner, it is always possible to know what quantity will be available and when, enabling accurate delivery date estimations.

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

Product Scheduling solution for companies

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

Start for 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

Virtuona
Founded: 2006
Serbia
www.virtuonasoft.com

Alternatives

Moneytree

Moneytree

Moneytree Software

Alternatives

BITA Risk

BITA Risk

corfinancial

Categories

Categories

APS Features

Automated Scheduling
Capacity Planning
Change Management
Constraint Management
Demand Planning
KPIs
MRP
Order Management
Production Scheduling
Quality Management
What-if Analysis

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

Job Shop Features

Billing & Invoicing
Capacity Management
Job Costing
Job Tracking
Order Management
Purchasing
Quality Control
Quotes / Estimates
Scheduling
Shipping Management
Traceability
Work Order Management

MRP Features

Bills of Material
Compliance Management
Document Management
Forecasting
Formula Management
Inventory Management
Order Management
Process Manufacturing
Product Configurator
Production Scheduling
Quality Control
Quality Management
Quote Management
Reporting/Analytics
Resource Management
Safety Management
Supplier Management
Supply Chain Management

Manufacturing Execution Features

Document Management
Forecasting
Quality Control
Quote Management
Resource Management
Supplier Management
Supply Chain Management
Traceability

Product Lifecycle Management Features

Change Management
Compliance Management
Cost Tracking
Design Management
Document Management
Product Data Management
Project Management
Requirements Management
Supplier Management

Production Scheduling Features

"What If" Scenarios
Automated Scheduling
Bottleneck Optimization
Capacity Planning
Constraint Scheduling
Job Scheduling
Material Planning
Priority-Based Scheduling
Quality Control

Integrations

Iress

Integrations

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