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What levels of access are available for your online services?

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