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.
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:
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.
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:
If your technology provider isn’t listed, speak to your provider – they can work with us to enable integration.
To get set up for remuneration statements, get in touch with your technology provider who will arrange this with us on your behalf.
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
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.
