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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

Vanguard is made up of more than 30 million investors, all with unique stories and individual goals. You're in good company. It all starts with a plan. Choose how to build yours. Get personalized support as you strive toward your goals, no matter where you stand in your financial journey. Let our new online financial planner match an investment strategy to your retirement goals. Ready to plan your financial future? We have what you need to be a successful DIY investor. Vanguard investors just like you have lots of experiences to share. Our funds are crafted with you in mind to help you reach your goals of investment success. Over the last 10 years we have had a history of strong performance. Vanguard has been helping investors reach their goals since 1975. Our unique, investor-owned structure keeps us focused on your needs first. Vanguard is client-owned. As a client-owner, you own the funds that own Vanguard.

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

Companies, individuals and anyone interested in a brokerage and trading application to view their accounts, track performance and perform transactions

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

$20 per year
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

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Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 4.0 / 5
design 4.0 / 5
support 4.0 / 5

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

Vanguard
Founded: 1975
United States
investor.vanguard.com/home

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BITA Risk

corfinancial

Categories

Categories

Integrations

APS Payroll
AllianceHCM
Claritus
Iress
Obol
PortfolioPilot
Provisian
Silvia
Taiki
The Dividend Tracker
Utluna
Wisor
isolved

Integrations

APS Payroll
AllianceHCM
Claritus
Iress
Obol
PortfolioPilot
Provisian
Silvia
Taiki
The Dividend Tracker
Utluna
Wisor
isolved
Claim Dynamic Planner and update features and information
Claim Dynamic Planner and update features and information
Claim Vanguard and update features and information
Claim Vanguard and update features and information