Designed to help advisers plan with confidence and deliver more consistency. For firms that have not yet engaged with Dynamic Planner, this is an opportunity to explore the platform in a practical, low-commitment way and understand how it could support your advice process.
Dynamic Planner for Quilter Firms
Discover a smarter way to deliver consistent financial planning.
Dynamic Planner helps Quilter advisory firms build more consistent client journeys, support suitability, and deliver planning with greater confidence. If you are part of the Quilter network and have access to Dynamic Planner, you can register for you next free training session below.
Register your interest
More consistent planning
Support a more repeatable advice journey across client discovery, planning, and recommendations.
Better client conversations
Use planning tools to help structure discussions and make recommendations easier to communicate.
Support suitability and process
Bring greater structure to your planning process to help strengthen confidence in delivery.
“I recommend Dynamic Planner to everyone. It’s one of the first things I ask, ‘Are you using it yet? If you’re not, change your life, because it will.’ ”
Daren Wallbank, Chartered Financial Planner
Ginkgo Financial, part of Quilter Financial Planning
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“Dynamic Planner halves the time for you to do a cash flow, because the information is there from a review. You can get something out to a client in half an hour. That’s real-time advice. I like that.”
Paul Swan, Financial Adviser
Swan Financial Services, part of Quilter Financial Planning
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Get in touch with us
Whether you want a short introductory demo, more information on recent functionality, or a conversation about suitability for your firm, we can help you take the next step. Register your interest today and take a first look at how Dynamic Planner could support your advice process.