A better way to manage your clients’ wealth
Our investment platform is a central online portal allowing advisers and their clients to manage wealth. Thanks to Quilter’s platform, you can enjoy:
- A wider choice of investments, tools, and services to tailor your advice,
- Greater convenience to access everything you need in one place
- More control over how you manage your clients’ investments.
Discover the power of the platform
Platform benefits
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Time-saving features
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Your platform guide
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Our ratings and awards
Take a look at the awards we have recently won, and you’ll see why we’re so proud of what we do.
Helping to get your clients online
The Quilter Platform isn’t just for advisers, it’s for your clients too. When your client becomes a Quilter customer, they’ll get access to their own account via the online Customer Centre. Here they can:
- Securely access everything you need about your investments
- Keep track of your investment performance and change fund choices
- Easily set up and manage payments and keep personal details up to date
Discover the benefits of the online Customer Centre to your clients and how you can help get them set up with an account today.
Helping you to link family members
Quilter’s platform helps you to link to a wide range of family members. It enables you to reduce investment costs for your clients and their families when they receive your advice whilst allowing you to manage an entire family’s wealth using one easy-to-use platform. Find out more about the benefits of family linking.
