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...
Vitality at Work scheme
Reporting to Steve Hill
Appointed on 19 September
Plans to double size in five years
Unnamed company valuation reduced