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Are any of your platform tools outsourced?

Quilter uses both internal resource and external suppliers to manage, maintain and develop its platform solutions. We have partnered with platform technology provider, FNZ, to further develop our technology and build upon our strong foundations by introducing greater efficiencies and upgrading our customer and adviser offering.

Our risk profiler was developed with leading investment consultancy Willis Towers Watson (WTW), but is owned and updated by Quilter. Our asset allocations are updated quarterly on advice received by WTW.

Financial Express (FE) provides all of the fund data that is accessible through the platform and hosts our powerful Uscan investment analysis tool.

Model portfolios set up on our platform can be imported into FE’s Analytics.