The following functionality is available to help you with servicing your clients’ accounts:
- Online illustrations and applications for new business and top-ups
- Portfolio planning tools – create an unlimited number of model portfolios with optional use of our optimised asset allocation models (devised with Willis Towers Watson)
- Link accounts to your model portfolios and rebalance all linked accounts in a few clicks
- Online switching and bulk switching by fund(s) or account(s), no requirement for us to see your client’s signature
- Customisable activity tracking email alerts to notify you when the status of a transaction you have submitted has changed
- Automatic rebalancing of model portfolios monthly, quarterly, half-yearly or yearly, or when an asset breaches a percentage tolerance, which can be specified by you
- Bed & ISA functionality
- Online current and backdated valuations
- Transaction history
- Copies of client documents available online
- Online audit trail to help with your compliance needs
- Quarterly statements sent to your clients, with annual tax vouchers for the Collective Investment Account
- Data download function with a variety of reports, in Excel format
- Reporting Centre for WealthSelect – takes care of your regulatory reporting requirement when using this discretionary management service
Your clients can also view their Quilter accounts online through our online Customer Centre. More information is in the answer to question 'Can my clients get online access to the platform?'.