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How would you describe your platform?

Quilter’s platform has been developed to provide advisers with wider choice, greater convenience and more control. Being user-friendly is in our DNA and we strive to make advisers’ activities quicker, easier, and harness technology to make things smarter. Quilter’s platform has the strength and capability to support client needs both today and into the future. It does this by giving you:

  • Intelligent options for investment management
  • Online processes saving you time and money
  • Data-rich, time-saving reports
  • Even more flexibility from a market-leading pension
  • Straightforward cash management
  • Flexible model portfolios you can easily control
  • Seamless access to discretionary services

This is underpinned by an award-winning service to both advisers and customers, clear and simple charges with extensive family linking, and the best fund deals in the market1.

1Source: AdviserAsset Analytics report, May 2022