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 planning tool that can take as much data out of Intelliflo and put it back into it," he told delegates at Dynamic Planner's London conference today. Chris Jones: Managing great expectations Dynamic Planner also used the occasion to release a new fund-charting capability, on which it has collaborated with index provider MSCI. Goss said the firm now had a suite of 10 risk-based...
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