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...
Regular reminders and updates
9 December 2019 deadline
Joe McDonnell joins as head of portfolio solutions (EMEA)
Adviser of the Year - South East
Fidelity Multi Asset CIO's outlook