Transaction Listings from Quilter💡Feature RequestIntegrationDec 9, 2024Pull through transactions from the Quilter platform onto Plan transactions on Plannr.Posted by Curtis Berry · Dec 9, 2024Status: Accepting Feedback1 comment8
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Natali Gilmour
Mar 30
Quilter Platform do not currently offer this capability. It is on their roadmap to start building this year. I would expect this to take until 2027 for us to consume.