Instant access training
For quick and easy training at your fingertips, our popular ‘How do I’ guides provide step-by-step summaries and videos explaining how to use our online platform. Covering everything from ‘How do I find my way around online’ to help with specific transactions like how to add employer contributions or an expression of wish.
Access our How do I guides online through your Platform Support Hub:
quilter.com/support-hub/
Additional support
Our dedicated Platform Specialists can provide you with training and support on using the online services and financial planning tools to their full potential. They can also show you how they can fit in with and complement your own processes and provide efficiencies to your business.
The Platform Specialists also run webinars on various areas of our online services and tools and send ‘Hints and tips’ emails with helpful hints for using these to your best advantage.
Please email oat@quilter.com to request contact from your Platform Specialist, to register for the Hints and tips emails