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Dynamic Planner for Quilter Firms

Discover a smarter way to deliver consistent financial planning.

Dynamic Planner helps 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 not yet explored Dynamic Planner, this is a simple way to see what it could do for your business.

Register your interest

Why Dynamic Planner

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.

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.
Speak to your dedicated Quilter account manager

What other Quilter users say about us

“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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How other Quilter firms are putting Dynamic Planner into practice

Quilter firms already using Dynamic Planner are applying it to support more consistent planning, structure client conversations and create clear, repeatable outputs across the advice journey:



  • More structured client journey

  • Consistent report production

  • Clearer planning outputs

  • Quicker adoption with support


Review example Quilter reports to see how Dynamic Planner can support suitability, planning consistency and adviser-client conversations in a real-world format.
Report
Quilter report: Pre-review report
Comprehensively report to a client at their annual review. Are they on track? How has the value of their portfolio changed? How is their money invested? What are the next steps?
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Report
Quilter report: Review Outcome Report
Report concisely to a client following their annual review. Include, ‘Your progress at a glance’, ‘Are you on track to meet your objectives?’, and ‘Next steps’.
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Report
Quilter report: Cash flow
Report to a client their cash flow plan you have created for them. What’s their current position? How long will their portfolio last? Plus, include different scenarios you and your client have discussed. What’s the impact of decisions they’re weighing up?
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Request a discovery call

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.