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Webinar: Save time with new, two-way Dynamic Planner – iO integration

Partner Webinar for Financial Advisers and Paraplanners

11 Apr 2019

Webinar: Save time with new, two-way Dynamic Planner – iO integration

You can watch a demonstration of the new two-way integration between Dynamic Planner and Intelligent Office iO on Wednesday 17 April 10am. In it, you will learn how to import a client’s details from iO, risk profile a client in Dynamic Planner and make recommendations for an existing portfolio – all the time ensuring the client’s details in Dynamic Planner and iO remain seamlessly in sync.

Register here.

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