You're in control
Offer your clients access to view the Quilter investments you manage on their behalf. You’re in control:
- Choose the level of access you’d like to give your clients
- Access client activity reports so you keep informed of their activities
- Add your details so your relationship with your client remains front and centre
Any new clients you’re setting up on our platform will automatically be signed up for online correspondence, and invited to activate their online account.
The benefits of having an online account
By offering your clients the ability to access their Quilter investments, you’ll directly benefit from:
Wealthier clients
Customers with an online account have on average £56.8k more AuM* on Quilter’s platform than those without an online account.
Higher satisfaction
Average levels of satisfaction** are 87% across customers with an online account, compared to 79% without one.
More time
Your clients can make simple changes, such as address updates, themselves, saving you time.
*Source: Quilter as at 30 November 2024,
**Source: Quilter customer survey, Jan – Aug 2024.
