Technology that makes your life easier

Our bespoke point-of-sale and back-office technology platforms for wealth (XPLAN) and mortgage (XPM) advisers. Developed specifically for Quilter Financial Planning, they help you get to know your clients better, do more business, stay compliant and improve your efficiency.

Both systems are fully integrated with our sales processes and provide you with everything you need such as online factfinding, risk profiling, suitability report, integrated mortgage and protection sourcing and portfolio valuations.

To make sure your clients always have access to their latest financial information we provide access to an online client portal.

This online tool supports your personal professional development by providing a wealth of learning material. The system’s integrated platform logs and maintains all learning undertaken for your own personal continuing professional development (CPD) record.

Our extranet is the central hub for all our adviser communications. It’s easy to use and provides access to all our resources. To complement this our communications team provide regular email newsletters designed to keep you informed of the latest developments. Each newsletter can be tailored to your preferences so you only receive the news you want.

Commpay is the payments reconciliation system which is fully integrated with XPLAN to ensure you have a seamless experience. CommPay provides you with the ability to set up new business events, create and manage invoices, generate reports and much more.