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Top Dynamic Planner Alternatives, Competitors & Similar Software

Founded 2003

Find 20 competitors in the Financial Services Software. Compare other SaaS such as Logicworks, USEREADY and CoreCard Software, Inc.. These Dynamic Planner competitors have raised $1.2B and together serve more than 4M customers and employ over 9.2K team members.

Compare Dynamic Planner with Logicworks
1
Logicworks

Financial Services Software

Logicworks helps customers achieve operational excellence and compliance on the cloud. Our innovative platform, dedicated certified engineers, and decades of traditional IT experience combine to enable our customers success across every stage of the cloud journey. Companies in regulated industries across healthcare, financial service, and SaaS rely on our compliance expertise and unique combination of maturity and innovation to help them scale securely, automate compliance, and gain efficiencies in private and public clouds. No other cloud partner combines the operational maturity, technical excellence and proprietary software necessary for protecting sensitive regulated data in the cloud. We undergo six annual 3rd party audits and are certified in PCI-DSS, SOC 1, SOC 2, HITRUST, and HIPAA. Contact Logicworks at 212-625-5454 or visit www.logicworks.com to learn more.

Revenue
$43.7M
Customers
400
Year founded
1993
Funding
$142.6M
Team size
210
Location
United States
Compare Dynamic Planner with USEREADY
2
USEREADY

Financial Services Software

Provider of cloud based business intelligence services. The company helps enterprises own their data by providing class Self-Service BI systems and dashboard data sources thus providing service to big-data, analytics, visualization, governance and security companies.

Revenue
$44.1M
Customers
-
Year founded
2011
Funding
$4M
Team size
382
Location
United States
Compare Dynamic Planner with CoreCard Software, Inc.
3
CoreCard Software, Inc.

Financial Services Software

CoreCard is a leading issuer-processor and provider of card management and transaction processing systems. CoreCard offers an array of account management and system of record solutions to support the complex requirements of the evolving global financial services industry. The CoreCard platform provides the market's most feature-rich design for card processing and managing accounts. The platform supports a full range of card products including prepaid/stored-value, fleet, revolving credit, loans, pay-day lending, debit, commercial, government, healthcare and private-label cards.

Revenue
$43.6M
Customers
13.7K
Year founded
2001
Funding
-
Team size
396
Location
United States
Compare Dynamic Planner with Enfusion
4
Enfusion

Financial Services Software

Developer of an online portfolio management platform. The company provides a cloud-based portfolio and risk management platform for hedge funds and asset managers. It's platform provides asset managers order and execution and portfolio management, reconciliations, valuations and risk, full fund accounting and management across asset classes on a single data set.

Revenue
$43.1M
Customers
550
Year founded
1997
Funding
$156M
Team size
1.1K
Location
United States
Compare Dynamic Planner with Enfusion
5
Enfusion

Financial Services Software

Developer of an online portfolio management platform. The company provides a cloud-based portfolio and risk management platform for hedge funds and asset managers. It's platform provides asset managers order and execution and portfolio management, reconciliations, valuations and risk, full fund accounting and management across asset classes on a single data set.

Revenue
$43.1M
Customers
550
Year founded
1997
Funding
$156M
Team size
1.1K
Location
United States
Compare Dynamic Planner with Enfusion
6
Enfusion

Financial Services Software

Developer of an online portfolio management platform. The company provides a cloud-based portfolio and risk management platform for hedge funds and asset managers. It's platform provides asset managers order and execution and portfolio management, reconciliations, valuations and risk, full fund accounting and management across asset classes on a single data set.

Revenue
$43.1M
Customers
550
Year founded
1997
Funding
$156M
Team size
1.1K
Location
United States
Compare Dynamic Planner with Enfusion
7
Enfusion

Financial Services Software

Developer of an online portfolio management platform. The company provides a cloud-based portfolio and risk management platform for hedge funds and asset managers. It's platform provides asset managers order and execution and portfolio management, reconciliations, valuations and risk, full fund accounting and management across asset classes on a single data set.

Revenue
$43.1M
Customers
550
Year founded
1997
Funding
$156M
Team size
1.1K
Location
United States
Compare Dynamic Planner with Pathlock
8
Pathlock

Financial Services Software

Greenlight provides customers with a market leading platform that is built to protect the world'ss most valuable application data. Greenlight integrates into over 100 applications out of the box, including SAP, Oracle, Workday, Salesforce, and many more. Our platform monitors all user access permissions for SoD conflicts and data security controls across all your applications from one panel, while also monitoring all user activities to make sure people are using those permissions appropriately. Greenlight automates your user access reviews and can identity all sensitive data access to produce compliant reporting for SOX, CCPA, GDPR, and many more regulations. Customers love our automation, and auditors trust our reports.

Revenue
$43M
Customers
-
Year founded
2004
Funding
$20M
Team size
436
Location
United States
Compare Dynamic Planner with Softheon
9
Softheon

Financial Services Software

Provider of health insurance exchange and integration services intended to help clients improve their competitiveness and regulatory compliance. The company's services include health insurance exchange integration, direct enrollment, premium billing, edge server services and Software-as-a-Service (SaaS) and it provides pharmacy prior-authorization, claims pre and post-adjudication, billing management system, and mailroom correspondence management services, enabling clients to track, monitor and report business activities for over 15 years.

Revenue
$42.9M
Customers
80
Year founded
2000
Funding
$200K
Team size
256
Location
United States
Compare Dynamic Planner with Vitu
10
Vitu

Financial Services Software

Developer of vehicle-to-Government technological innovator intended to transform interactions between the private sector and government agencies. The company's range of offerings includes developing innovative process management SaaS solutions, including electronic registration and titling (ERT) platforms, thereby providing cutting edge services to the government agencies and motor vehicle industry.

Revenue
$42.4M
Customers
-
Year founded
2005
Funding
-
Team size
320
Location
United States
Compare Dynamic Planner with Alloy
11
Alloy

Financial Services Software

Developer of an identity verification system designed to check frauds and make identity management effective and simple for banks and financial institutions. The company's platform combines a single API and dashboard centralizing case management, alerts, decision audit trail, and reporting and helps financial institutions integrate multiple sources of data and customer identification program rules to manage identity verification from signup through the life of the customer, enabling banks and fintech companies to automate their identity compliance and fraud decisions.

Revenue
$42.4M
Customers
200
Year founded
2015
Funding
$207.8M
Team size
400
Location
United States
Compare Dynamic Planner with Agicap
12
Agicap

Financial Services Software

Agicap is a French financial technology company that provides a cash flow management platform for small and medium-sized businesses. Agicap's platform allows businesses to track their cash flow in real-time, create forecasts, and automate financial reporting. The platform also includes features such as customizable dashboards, analytics, and integrations with accounting software.

Revenue
$45.4M
Customers
8
Year founded
2016
Funding
$119.6M
Team size
221
Location
France
Compare Dynamic Planner with Agicap
13
Agicap

Financial Services Software

Agicap is a French financial technology company that provides a cash flow management platform for small and medium-sized businesses. Agicap's platform allows businesses to track their cash flow in real-time, create forecasts, and automate financial reporting. The platform also includes features such as customizable dashboards, analytics, and integrations with accounting software.

Revenue
$45.4M
Customers
8
Year founded
2016
Funding
$119.6M
Team size
221
Location
France
Compare Dynamic Planner with Global Guardian
14
Global Guardian

Financial Services Software

Global Guardian is a duty of care provider protecting individuals at home and abroad with a suite of global medical, emergency, and security services. They operate as a security and duty-of-care solutions provider offering global tracking, emergency response, medical support, travel intelligence, cyber security, and evacuation services.

Revenue
$45.4M
Customers
-
Year founded
2012
Funding
-
Team size
232
Location
United States
Compare Dynamic Planner with OnGrid
15
OnGrid

Financial Services Software

OnGrid is a digital trust platform that leverages cutting-edge technologies to make trust establishment and accountability assurance faster, digital, and cost effective. OnGrid platform (web or APIs) can be used for verifying employees, contractors in order to mitigate risk and ensure compliance, and for other scenarios as well where trust is to be established. These scenarios include verification of users, merchants or customers in use cases covering disbursal of loan, offering an insurance product, giving a house, vehicle or furniture on rent, etc.

Revenue
$45.4M
Customers
-
Year founded
2016
Funding
-
Team size
413
Location
India
Compare Dynamic Planner with Roc360
16
Roc360

Financial Services Software

Roc360 is a vertically integrated financial services platform specializing in residential real estate investment loans for professional investors and simplifying residential real estate investment for investors, brokers, and lenders.

Revenue
$42.2M
Customers
-
Year founded
2014
Funding
-
Team size
240
Location
United States
Compare Dynamic Planner with Scrive
17
Scrive

Financial Services Software

Founded in 2010, Scrive quickly became the Nordic e-sign market leader. Today, 10 000+ customers in 50+ countries rely on Scrive to automate their onboarding and agreements processes with solutions powered by electronic signature and identification. As a trusted digitalisation partner, Scrive guides businesses of all sizes, including in highly-regulated industries, on their digital transformation journeys, driving customer experience, security, compliance and data quality. Headquartered in Stockholm, Scrive is backed by Vitruvian Partners and has over 200 employees.

Revenue
$42M
Customers
-
Year founded
2010
Funding
-
Team size
227
Location
Sweden
Compare Dynamic Planner with Movius
18
Movius

Financial Services Software

Movius provides Secure Communications as a Service (SCaaS™), offering a complete work and personal separation solution on any mobile device. MultiLine™ by Movius is the trusted solution for using mobile voice, text, social channels, and Microsoft Teams for business-to-customer communications globally. This mobile communication evolution is what the company calls Phone 3.0™. Leading financial services, healthcare, and other regulated enterprises around the world use the company’s unified, secure communication platform to connect with their customers in more convenient, cost-effective, and compliant ways. Headquartered in Silicon Valley with offices around the world, Movius works with leading, global service providers including T-Mobile, SingTel, and 3.

Revenue
$42M
Customers
-
Year founded
-
Funding
-
Team size
280
Location
United States
Compare Dynamic Planner with Neolytix
19
Neolytix

Financial Services Software

Neolytix delivers end-to-end healthcare operational support including revenue cycle management, medical billing, compliance, and practice optimization.

Revenue
$41.9M
Customers
-
Year founded
2012
Funding
-
Team size
170
Location
United States
Compare Dynamic Planner with Nakisa
20
Nakisa

Financial Services Software

Nakisa is a global leader in organizational design and lease accounting software and services. We develop innovative, robust and forward-thinking software solutions that help businesses achieve their objectives.

Revenue
$41.9M
Customers
4M
Year founded
1990
Funding
-
Team size
297
Location
Canada
Top Dynamic Planner Alternatives, Competitors & Similar Software | GetLatka