FinTech
Dynamic Planner and Quilter ink long-term tech deal
Dynamic Planner and Quilter Financial Planning (QFP) have entered into a long-term partnership agreement to roll out the former’s system to the latter’s advisers. The rollout has begun and is expected to be completed by Spring 2023. Dynamic Planner already works closely with Quilter Investors, Quilter Cheviot and the customer…
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