Advisers who are part of the Quilter Financial Planning network will now have access to Dynamic Planner after the two organisations agreed a long-term partnership.
Quilter advisers will gain access to the full suite of Dynamic Planner software while Quilter will benefit from Dynamic Planner's "product governance target market and panelling functionality, which along with a shared consumer-focused culture, will support them in meeting the new Consumer Duty".
It said it already worked closely with Quilter Investors, Quilter Cheviot and its customer proposition team.
Dynamic Planner said it would fully integrate into technology already used by Quilter Financial Planning to "ensure ease of data flow for users and maximise operational efficiency centrally".
Roll out of Dynamic Planner to Quilter advisers has begun and is expected to be completed this spring.
Dynamic Planner chief executive (CEO) Ben Goss 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 Financial Planning CEO Steve Gazard added: "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."
