Dynamic Planner unveils 'most comprehensive' Intelliflo integration

API to API collaboration

Sophie King
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“There is no other financial planning tool that can take as much data out of Intelliflo and put it back into it" - Dynamic Planner's Ben Goss
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“There is no other financial planning tool that can take as much data out of Intelliflo and put it back into it" - Dynamic Planner's Ben Goss

Dynamic Planner has said its enhanced integration with Intelliflo back-office software Intelligent Office (iO) is the "most comprehensive" in the market.

The firm's CEO Ben Goss described the API (application programming interface) to API collaboration with Intelliflo, which has taken a year to complete, as a "real leap forward". "There is no other financial...

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