29th January 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.

Back Office, Technology

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AdviserTech LIVE! 2021: A new adviser mindset

Digital can transform the way you do business, you’ve probably already taken many of the difficult steps with video conferencing, document sharing, and e-signatures. However, there are many more efficiencies to be gained through selecting market-leading technology partners.

Dynamic Planner: How have people felt about risk in 2020? And how can advice firms best manage it for clients in future?

The suitability of financial planning and advice has, again and naturally, come into sharp focus against the backdrop of broader events this year.

Dynamic Planner: Solutions cater for clients taking regular income in retirement

Income in retirement, naturally, has always been a big issue for financial advice firms – and, according to commentators, is only going to get bigger in the regulator’s eyes in future.

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