Quilter is now live in Plannr!

Follow the setup instructions in the Addon store to connect your Quilter account to Plannr and, once enabled, you’ll receive daily valuations and holdings for all your clients’ plans.

As always if you have any questions check out our support article here or drop us a line on the support helpdesk or reach out to the Quilter team at wfpmadviserservicing@quilter.com.