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About the Quilter Platform

What is Quilter’s Investment Platform?

Our award-winning investment platform is a central portal where you and your financial adviser can manage your investments online. Through our online investment platform, financial advisers can deliver the very best service to customers and their families thanks to our comprehensive range of products and investments.

Making the most of your investments

By partnering with us and your financial adviser, you can be confident that your finances are in safe hands.

1. You

  • Agree your goals and attitude to risk with your adviser.
  • Update them if anything changes.
  • Stay up to date with your money using your online account.

2. Your financial adviser

  • Makes recommendations based on your objectives and risk level.
  • Monitors your investments and provides performance updates.
  • Reviews your financial circumstances.

3. Quilter

  • Provides access to our range of products and investment solutions.
  • Makes changes to your portfolio when requested.
  • Keeps you updated with valuations and statements.

Our awards

Financial adviser service awards winner, Investment Providers Quilter
AdviserAsset 7 year platinum rating - Defaqto expert rated 2022 - AKG B+
Defaqto Gold Pension Service, Defaqto Gold Investment Bond Service

Explore the benefits of investing with Quilter

We work alongside thousands of financial advisers to provide you with:

  • flexible products and exclusive investment solutions
  • quick and easy access to your money
  • instant updates through your online Customer Centre

Discover the benefits of our award-winning investment platform with our handy PDF guide.

Download customer guide

Managing your online account

When you become a customer of Quilter’s Investment Platform, you’ll be able to manage your account online via the online Customer Centre. You can log into and manage your account from your computer, laptop, or tablet. Discover the benefits of having an online account.

Online account benefits