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 by giving you:
- Intelligent options for investment management that give you more choice over how you run your clients’ investments
- Online processes saving you time and money
- Data-rich, time-saving reports bringing you more clarity and understanding of your clients’ investments
- Even more flexibility from a market leading pension
- Refreshingly straightforward cash management with the convenience of running cash at product level
- Flexible model portfolios you can easily control, helping you to be clear on where your clients are invested
- Seamless access to discretionary services allowing you to tailor your client offering
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 market*.
*Source: AdviserAsset Analytics report, May 2022