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.