Dynamic Planner links with Quilter FP in 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 cent...