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.
The regulatory burden on advice businesses continues to grow and grow. Firms are therefore increasingly using technology to help them meet their compliance obligations.
Is your platform partner using strong enough measures to protect your firm and your clients' data from cybersecurity threats? We've created a checklist to help your due diligence, along with a whole host of cybersecurity resources.
Cybersecurity is among the top three business risks for large advice firms according to Nextwealth's Financial Advice Business Benchmarks 2021. The sophistication and frequency of scams increased dramatically through Covid making protecting clients and client data a priority for many firms.
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