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...
‘Launched at very relevant time’
Canada Life Investments
Do I escape the status quo effect?
'Unenviable task for advisers'
Running sessions throughout June's inaugural event