Empowering you with accessible, actionable data
We understand that data is fundamental to your business. That’s why our platform integrates with leading software providers to deliver daily valuations and remuneration statements.
And for firms who prefer direct access, our Adviser Portal offers a powerful way to extract client and business data on demand. Whether you're improving operational efficiency or gaining deeper business insights, we’re here to help you make your data work harder for you.
Delivering data to your technology providers
Available via leading technology providers - or directly to firms with the infrastructure to manage their own data feeds. Our platform integrates with software providers to automatically deliver:
Valuation Data
Daily asset-level valuations to help you track client portfolios with confidence. We generate a daily file at either your Authorised or Appointed Representative Firm level. This file is based on the previous day’s prices and allows your software provider to automatically update all your clients’ accounts.
Remuneration Data
Regular feeds showing the fees and commissions you’ve been paid from Quilter’s platform, supporting fast, accurate reconciliation. Our electronic fee and commission reconciliation statement (EDI) service sends your statements to your technology providers. Statements are issued:
- On Monday evenings for weekly payments
- On the 25th of each month for monthly payments
Getting Set up
- To get set up for bulk valuations, you will need to complete the Adviser Back Office Software form and return this to WorkflowBrokerAdmin@quilter.com. We’ll confirm via email once the setup is complete along with any additional credentials/codes needed for your specific software.
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If your technology provider isn’t listed, speak to your provider – they can work with us to enable integration.
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To get set up for remuneration statements, get in touch with your technology provider who will arrange this with us on your behalf.
- If you don’t see your preferred technology listed, want access to a different data type or you are a technology provider, please contact us.
Our Adviser Portal
Even if your technology software isn’t integrated, you can still access a wide range of insights via our Adviser Portal. From client activity to business performance, our downloadable reports help you stay informed and in control.
Explore platform reports
Want more from your data?
Is there a report, data feed, or insight you’d like to see that’s not currently available? We’re always looking to improve - and your feedback helps us shape the tools and services that matter most to you.
Please get in touch with your usual Quilter contact or email ask@quilter.com to share your suggestions.