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Dynamic Planner

By Dynamic Planner

Match people with suitable solutions, through engaging financial planning

No Ratings
Paid Add-On Required  

Payment required for external services or products

Industries
Financial Services
Business Need
Finance
Requires
Financial Services Cloud
Compatible With
Financial Services Cloud

End-to-end wealth and financial planning. Profile clients [risk, sustainability and vulnerability]. Review and recommend suitable products, platforms and investment solutions

  • A single system, a single definition of risk

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Financial Services Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Financial Services Cloud
Salesforce Editions
Professional
Enterprise
Unlimited

App Details

Version
Dynamic Planner II/ver 0.3 0.3.0
Listed On
12/19/2023
Latest Release
12/19/2023
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Person Accounts
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 1
Custom Tabs: 0
Custom Apps: 1
Lightning Components
Global: 3
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.

Additional Details

End-to-end wealth and financial planning. Profile clients [risk, sustainability and vulnerability]. Review and recommend suitable products, platforms and investment solutions

Need help?

Dynamic Planner

Reading, UK

Dynamic Planner support team is available 8.30am to 5.30pm UK time.

Support Phone0333 6000 500
Other ResourcesEmailTerms & Conditions