Dynamic Planner is set to launch its upgrade programme Elements to adviser firms UK-wide on Thursday 6 June.
Speaking on the upgrade, Dynamic Planner CEO Ben Goss (pictured) said there were three elements that inspired the upgrade; consumer protection, ageing population and ever-changing technology. He said...
Adviser tech platform Advicefront has integrated with Intelliflo’s business management software Intelligent office (iO).
Users of Intelligent Office
44% do not think technology will solve problem
Still under-serviced area of sandbox
For 2022 Winter Olympics
30 years experience
It’s The Pro Adviser Podcast
A storm has caused havoc in the adviser platform market over the last couple of years, says Tom Ellis, but advice firms will no doubt be expecting to see some sunshine soon
£3.4bn released last year