A better way to manage your clients’ wealth
Our investment platform is a central online portal allowing advisers and their clients to manage wealth. Thanks to Quilter’s platform, you can enjoy:
- A wider choice of investments, tools, and services to tailor your advice,
- Greater convenience to access everything you need in one place
- More control over how you manage your clients’ investments.
Discover the power of the platform
Find out more about our clever features and how they are helping advisers demonstrate the value of advice far more effectively.
Discover how the platform enables advisers to speed up their everyday processes, helping you to save time and money.
Your platform guide
Your platform guide
Learn everything you need to know about how the platform works and how it’ll benefit you and your clients.
Helping to get your clients online
The Quilter Platform isn’t just for advisers, it’s for your clients too. When your client becomes a Quilter customer, they’ll get access to their own account via the online Customer Centre. Here they can:
- Securely access everything you need about your investments
- Keep track of your investment performance and change fund choices
- Easily set up and manage payments and keep personal details up to date
Discover the benefits of the online Customer Centre to your clients and how you can help get them set up with an account today.
Tip the balance in your client’s favour
Discover how our platform can help you, your clients, and your business accrue value at every step. Plus, we’ve reduced our platform charge, meaning even more value stays in your client’s pocket.
Helping you to link family members
Quilter’s platform helps you to link to a wide range of family members. It enables you to reduce investment costs for your clients and their families when they receive your advice whilst allowing you to manage an entire family’s wealth using one easy-to-use platform. Find out more about the benefits of family linking.