The platform portfolio planning tool is provided and hosted by Quilter through its platform, and uses fund data provided by Financial Express (FE). The tool allows financial advisers to construct and maintain an unlimited number of investment portfolios, taking into account investor risk, the tax status of individual wrappers and the charges applying to different asset classes.
Portfolios can be constructed using either the adviser’s own selected asset allocation, or Quilter’s suggested optimised asset allocations for the growth or yield investor, which are developed and reviewed quarterly with the global financial consultancy, Willis Towers Watson.
Clients’ accounts can be linked to the portfolios, and rebalancing of all linked accounts to the portfolio’s original asset allocation can be carried out in a few minutes.