Dynamic Planner in long-term partnership with Quilter

19 January 2023

Financial planning system Dynamic Planner has entered into a long-term partnership with Quilter Financial Planning to provide its system to advisers within the Quilter group.

The partnership will allow Quilter advisers access to a wide range of tools including psychometric risk and sustainability profiling, investment progress reviews, cash flow modelling, digital client access, recommendations and research.

Quilter will also benefit from Dynamic Planner’s product governance target market and panelling functionality which will support them in meeting the new Consumer Duty.

The roll out has begun and is expected to be completed by Spring 2023.

Ben Goss, CEO of Dynamic Planner (pictured), said: “We are delighted to partner with Quilter Financial Planning to support their thousands of advisers in the delivery of outcome focusing financial planning in an age of Consumer Duty.

“We have invested heavily in our one system technology in recent years and look forward to working closely with Quilter as a partner to help power their financial planning process with Dynamic Planner at scale.”

In an early adoption programme, Quilter advisers using Dynamic Planner have already seen improvement in productivity, with feedback suggesting that advisers can move from servicing 80 clients to over 300.

Steve Gazard, CEO of Quilter Financial Planning, commented: “We have been piloting the Dynamic Planner system with a number of key firms and advisers across our business for the last 18 months and have been delighted with the efficiency gains those firms have seen and the improvement in client experience.

“I am pleased that we have been able to further strengthen our offering by working closely with Dynamic Planner and as such have a close relationship that will now allow us to rapidly deliver this to our wider adviser base.”

Professional Paraplanner