Quilter

Dynamic Planner is a wealth and financial planning system, endorsed by and working closely with Quilter. We are currently helping over 1,500 users across 220 Quilter Financial Planning firms, to enhance their business and client value today.

By using technology you can trust to underpin your wealth and financial planning needs, Dynamic Planner supports good Consumer Duty outcomes, by improving the quality and clarity of client review reports. We also save time and resources by speeding up the process of obtaining valuations and generating professional, magazine-quality reports. We allow the team to focus on their clients, by customising their approach to each process.

Currently, we can offer Quilter network firms the following:

  • Free to access, no obligation, trial until the end of June 2024
  • No paperwork or direct debit instruction required
  • Free of charge, onboarding and support

We will then contact you in May / June to see if you wish to continue with the service at Quilter’s discounted rate of £130 per month (excl VAT) per adviser licence and £40 per month (excl VAT) per support licence.

Wish to find out more? Scroll down this page to click on and view different Dynamic Planner reports, alongside videos.

Happy to begin onboarding now? Please complete a Dynamic Planner – Quilter licence Application Form and we’ll be in touch.

It is difficult to realise how we ever did it before. For sure, I would not be able to look after 250 clients without Dynamic Planner. No way. And that is with a support team.
Daren Wallbank, Chartered Financial Planner
Ginkgo Financial, part of Quilter Financial Planning
Read Case Study
Dynamic Planner’s fantastic. In 20 minutes, you can produce a decent review report which is editable; looks good; is accurate; and it has enough weight to keep every type of client happy.
Paul Swan, Financial Adviser
Swan Financial Services, part of Quilter Financial Planning
Read Case Study

Cash flow

Document and report to a client their current income and expenditure; how long their portfolio is projected to last; a visual income and expenditure forecast; and their wealth forecast.

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Client review

Document and report to a client at their annual review – are they on track; the change in value of their portfolio; its asset allocation; performance over the last 12 months; and next steps.

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Guide

Your guide to Dynamic Planner. What value can you gain from the system Including, overviews of each process, 2024 upgrades, and the value you can gain from Dynamic Planner.

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