Advisers within the Quilter group are set to get access to Dynamic Planner after the financial planning system agreed a long-term partnership with the wealth manager’s advice network.
Quilter Financial Planning advisers will be able to fully access everything in Dynamic Planner’s one system including:
- Industry leading psychometric risk and sustainability profiling;
- Investment progress reviews;
- Cash flow modelling;
- Digital client access, recommendations, and research.
The advisers will benefit from Dynamic Planner’s product governance target market and panelling functionality, which along with a shared consumer focused culture, will support them in meeting the new Consumer Duty.
Dynamic Planner will fully integrate into technology already used by Quilter Financial Planning. Rollout has begun and is expected to be completed by spring 2023.
Ben Goss, chief executive of Dynamic Planner, said: “We are delighted to partner with Quilter Financial Planning to support their thousands of financial advisers in the delivery of outcome focused 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.”
Steve Gazard, chief executive Quilter Financial Planning, added: “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.”
