Dynamic Planner unveils trio of partnerships with providers
Intelligent Office, Royal London and VitalityInvest
"We will continue to partner with organisations that help us deliver a better experience for our clients" - Ben Goss
Dynamic Planner has agreed separate partnerships with Intelliflo via its Intelligent Office system, Royal London and VitalityInvest to deliver full integration in combination with its offering.
According to the digital risk-profiling and asset allocation investment service, the integrations set out to streamline and increase efficiencies in advisers' working practices as well as allowing the...
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