The platform enables you to set up and maintain an unlimited number of model portfolios. You can use your own asset allocation or our optimised asset allocation models (devised with leading actuarial consultancy Willis Towers Watson).
Multiple client accounts can be linked to the portfolio and re-balanced back to the original investment percentages with a few clicks. This service represents an integral part of the robust online investment process that Quilter offers financial advisers and their clients.
Each portfolio can be made available to other members of the financial adviser firm to use.
We also offer the Uscan investment analysis tool so you can analyse individual funds, assets in clients’ accounts, or model portfolios using historic performance. You can demonstrate the value of your advice by including or excluding the last fund switch on an account. A white-labelled client report is available