The page you were trying to view is not available for your role.
Quilter’s platform supports integration with ZeroKey, enabling advisers to transfer client data directly from a source system into the platform using the ZeroKey web extension.
- Reduces need to manually re-enter information across multiple systems
- Helps to improve data accuracy
- Reduces administrative effort
- Streamlines adviser workflows
The ZeroKey integration is available at no additional cost and is designed to support firms using a range of commonly used back-office systems and adviser technology solutions. Find out more about our data and integration services.
How to sign up to use ZeroKey
- Complete the registration process with the ZeroKey website to sign up for their services.
- Integrate with your chosen source and then integrate with Quilter as the destination to start pushing data.
- An individual user can then invite other people within the business to activate their account. There is no limit to the number of users that can be set-up.
Which browsers are supported by ZeroKey?
ZeroKey’s web browser extension allows users to push client data from a source system into the Quilter Platform without the need for any API integration.
ZeroKey’s web browser extension is supported by Google Chrome or Microsoft Edge.
How to install the ZeroKey web extension on Google Chrome
Watch the video guide.
How to install the ZeroKey web extension on Microsoft Edge
Watch the video guide.
What data can I push/copy into Quilter’s platform?
The initial development includes copying of client data from your chosen source system into Quilter’s platform to allow you to create a new client and to save time by completing the client details in ‘Step 2’ of the application journey.
How to populate the ‘add client’ form within Quilter’s platform
Watch the video guide.
How to populate the ‘client details’ form (new business application) within Quilter’s platform
Watch the video guide.
- Iress Xplan
- MoneyInfo
- Plannr
- T4A/Curo – both Curo 3 and Curo Power Platform
- Twenty7Tec
Find out more on our Data and Integration Services page.
No, there is no client data stored in the ZeroKey system. ZeroKey acts as a conduit between the two systems to reduce the need for rekeying of data.
If there is a problem with the web browser extension, please contact ZeroKey.
If there is a problem with your source system, please contact them through your normal channels.
If there is a problem with the Quilter’s platform, please speak to your usual Quilter contact.
Approver: Quilter October 2026
Q 01407/206/19149