News & Views

New Dynamic Planner and Intelligent Office Integration is Live

Technology update for Financial advisers and Paraplanners

29 Jan 2019

New Dynamic Planner and Intelligent Office Integration is Live

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.

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