29 Jan 2019
The new Dynamic Planner iO integration provides you with a seamless journey, removing manual exporting and importing steps from the process. It is available now in the iO store.
The result is a simple and fast integration, and one of 21 Dynamic Planner has with leading back-office systems, platforms and providers – all dedicated to helping your financial advice practice run more smoothly. Dynamic Planner integrations help provide you and your firm with an integrated, end-to-end process and ensure that what gets planned gets placed without any need for rekeying or uploading.