Round 2 of conference seminars
Second round of short five to 20 minute sessions.
There will be two Intelliflo session with the first one looking at how one client has used iO and PFP to ensure certain regulatory obligations (namely GDPR and MiFID II) have been met and will continue to be met. The second session will focus on how another iO firm is benefitting from the new connectivity afforded by our open API and iO Store.
In between, we will have a 10 mins sessions from 7IM demoing their new investment solution integration and 5 mins from Dynamic Planner on their brand new fast 2 way iO integration to their trusted investment process and Onvestor Advisory, outlining their brand new service to help advisers service those low worth clients.
We have two more 25 minute training sessions in the afternoon covering financial planning and valuations.