Technology

‘The partnership will help us achieve great execution prices for our customers’

Dynamic Planner provided to advisers within Quilter group

Platform says cashflow modelling is ‘more fundamental than ever before’

Slow progress on integration but clear signs that momentum is building

Tech-savvy clients demanding more transparency

Dynamic Planner breaks down key themes expected to play out next year

'We're facing pressure on household finances not seen for a generation'

So, what does the modern platform look like?

Cost of servicing lower value clients too high, research finds

Advisers recognising the need for more bespoke approaches