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Smart tools to incorporate ESG

Date: 26 October 2022

The value of your clients assets may fall as well as rise and they may not get back what they put in.

2 minute read

Assess client needs across four dimensions

As an adviser, you’ll be aware of the increased regulatory scrutiny to identify your clients’ responsible investment preferences alongside their other unique needs.

Our two new WealthSelect tools are helping advisers rise to this challenge. Quick and easy to use, they’re packed full of smart features designed to complement your existing advice process, so you can confidently and seamlessly incorporate responsible investment into your client conversations.

The result?

You can offer personalised advice with compatible investment solutions to delight more clients, all through one simple and convenient online service.

Discover our game-changing new adviser tools:

Client Profiler

Through four question sets, the Client Profiler helps you personalise your clients’ investment profiles to easily identify their appetite for risk, preferred investment management style, investment needs, and views on responsible investment.

You receive all these smart features:

  • Benefit from psychometric profiling to scientifically analyse your clients’ needs.
  • Use our question sets or populate the tool with information you’ve gathered through your own advice process.
  • Use the in-built risk profiler or align the tool with the outputs of your preferred risk profiling provider.
  • Brand the report with your own company logo.
  • Produce either a detailed or summary report.

Quilter Solutions Explorer

The Quilter Solutions Explorer helps you research a range of investment solutions from Quilter and assess their compatibility with the needs of your clients, all in one convenient place.

How the Quilter Solutions Explorer helps you:

  • Explore cumulative and discrete performance with interactive charting.
  • View the asset class allocation breakdown of each portfolio.
  • Assess the portfolio’s responsible investment credentials.
  • Discover solutions identified as meeting the needs of your clients.
  • Access portfolio literature including factsheets and reporting.
So, whether your clients are active, balanced, green – or something in between – you can offer a personalised service.

Get in touch today

For the quickest way to find out how you and your clients can start benefitting from WealthSelect, simply give your Quilter Consultant a call today and they'll be happy to help.

Speak to us about WealthSelect Find out more about WealthSelect