Related Products
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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.
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About
Toolio is a cloud-native merchandising platform built for modern retail, helping teams automate planning, gain real-time insights, and collaborate seamlessly. Planners love Toolio for its ease of use and fast onboarding—95%+ of users adopt successfully, with minimal training required. The familiar grid-based design supports drag-and-drop editing, copy/paste, and Excel exports while providing a far more powerful, centralized planning framework underneath. Toolio’s no-code configuration lets retailers tailor metrics, hierarchies, and workflows to their unique needs, enabling top-down, bottom-up, and middle-out planning. The platform unifies merchandise, assortment, and allocation planning in one environment, eliminating silos and ensuring every decision aligns to financial goals. Toolio’s built-in AI acts as a planner’s copilot—cleansing data, optimizing forecasts, and surfacing insights through transparent, explainable models. The result: faster, smarter, and more agile planning
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Wealth managers seeking a tool to ensure investment suitability, increase efficiency and demonstrate value to their clients
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Audience
Brands and Retailers seeking to modernize planning with AI
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$198.30 per month
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationDynamic Planner
Founded: 2010
United Kingdom
www.dynamicplanner.com
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Company InformationToolio
Founded: 2019
United States
www.toolio.com
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Categories |
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Integrations
Amazon Redshift
Backbone PLM
Cin7 Inventory Management
GoodDay
Google Cloud BigQuery
Iress
Looker
Microsoft Dynamics 365
NetSuite
NetSuite CRM
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Integrations
Amazon Redshift
Backbone PLM
Cin7 Inventory Management
GoodDay
Google Cloud BigQuery
Iress
Looker
Microsoft Dynamics 365
NetSuite
NetSuite CRM
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