Dynamic Planner
Platform partnership aims to free up time for advisers
Risk profiling and asset allocation firm now integrated with 22 providers
Removing the back-office burden for advisers
It can reduce data errors and free up time – but only if done properly
How can AI and virtual reality improve client experience?
Technology can give advisers ‘opportunities that can revolutionise’ the sector
Digital service provider unveils client review system for IFAs
Firm eyes ‘Europe and other countries’ as future jurisdictions for the UK-based advice offering
Financial planning service provider signs triple deal
All three partnership agreements offers time saving and improved accuracy