Dynamic Planner says it has entered into a long-term partnership agreement with Quilter.

Quilter advisers will be able to access Dynamic Planner’s system including psychometric risk and sustainability profiling, investment progress reviews, cashflow modelling and digital client access.

Dynamic Planner will integrate with technology used by Quilter Financial Planning.

Quilter says the services will help its advisers meet the new FCA Consumer Duty requirements.

Dynamic Planner already works with Quilter Investors, Quilter Cheviot and the customer proposition team.

The roll out of Dynamic Planner to Quilter advisers has begun and is expected to be completed by Spring.

Dynamic Planner says its system will help Quilter advisers manage more clients and reduce paperwork.

Steve Gazard, CEO of Quilter Financial Planning, said: "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.”

Ben Goss, CEO 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.”

Quilter oversees £96.9 billion in customer investments (as at 30 September 2022).