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 | ✔ |