There are six levels of access to the Quilter’s platform as shown in the table.
Role: | Master User | Delegated Customer Admin | Registered Customer with fees | Registered Customer without Fees | Read only | Portfolio Builder |
Typical user with access to: | Office Manager/ Business lead |
Paraplanner or Administrator |
Adviser | Adviser | Administrator | Investment Administrator |
Asset research, fund prices and performance | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ |
View asset holdings | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ |
WealthSelect Portfolio Explorer and reporting | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ |
Build & edit models | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ |
Switch models | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ |
View and create clients | ✔ | ✔ | ✔ | ✔ | ✔ | |
Create new business illustration | ✔ | ✔ | ✔ | ✔ | ✔ | |
View client reports, valuations & transaction histories | ✔ | ✔ | ✔ | ✔ | ✔ | |
View issued documents | ✔ | ✔ | ✔ | ✔ | ✔ | |
Tools | ✔ | ✔ | ✔ | ✔ | ✔ | |
View business MI | ✔ | ✔ | ✔ | ✔ | ||
Maintain client address and bank details | ✔ | ✔ | ✔ | ✔ | ||
Submit new business, top-ups, switches and withdrawals | ✔ | ✔ | ✔ | ✔ | ||
Maintain regular withdrawals & contributions | ✔ | ✔ | ✔ | ✔ | ||
Maintain LTA, update expression of wish | ✔ | ✔ | ✔ | ✔ | ||
Merge pension accounts | ✔ | ✔ | ✔ | ✔ | ||
Set up and maintain pension income | ✔ | ✔ | ✔ | ✔ | ||
View previously generated fee statements | ✔ | ✔ | ✔ | |||
Query and create breakdown of fees | ✔ | ✔ | ||||
Access MI reports for the business | ✔ | ✔ | ||||
Create and maintain other users within the firm | ✔ | |||||
Transfer clients between advisers | ✔ |