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Client Profiler and Quilter Solutions Explorer

Matching your clients’ needs to the right portfolio

To help you overcome regulatory challenges, profile clients, and find the WealthSelect portfolio that best matches your clients’ needs and preferences, we’ve developed two tools that you can use as part of your advice process.

Access the tools

Client Profiler

Through four question sets, this tool helps you personalise your client’s investment profile to easily identify their appetite for risk; preferred investment management style; investment needs; and approach to responsible investment.

Quilter Solutions Explorer

To help you find the right portfolio for your clients, this tool can be used to either conduct general fund research, or search for a specific solution based on their individual needs.

Furthermore, it provides you with easy access to Quilter product and portfolio information, all in one convenient location.

Useful documents