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Reflect your clients’ ESG preferences with our upgraded WealthSelect reporting
You’ll be used to keeping your clients up-to-date on the financial outcome of their investments in areas such as performance, cost, and volatility.
When it comes to your clients’ ESG preferences, however, the environmental and sustainability impacts of an investment are much more difficult to measure. This creates a big challenge, particularly with the new regulatory landscape.
Our WealthSelect Managed Portfolio Service provides an easy and stress-free solution. Expanded to offer advisers a choice of responsible and sustainable portfolios, each portfolio comes with two new quarterly reports to reflect your clients’ ESG preferences and showcase your advice.
Give your clients the complete picture with our upgraded quarterly WealthSelect reports:
Bespoke client reports
- Keep your clients informed with our clear and accessible client-facing report.
- Contains client-specific information, investment performance, and a responsible investment update.
- Co-brand the report with your company logo to keep your firm’s name centre-stage.
Responsible investment reports
- Available for each of our sustainable and responsible portfolios.
- Contains in-depth ESG information for each portfolio to endorse your recommendation.
- Can be shared with your clients to help them feel reassured and in control.
So, whether your clients are active, balanced, green – or something in between – you can offer a personalised service.
Get in touch today
For the quickest way to find out how you and your clients can start benefitting from WealthSelect, simply give your Quilter Consultant a call today and they'll be happy to help.