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Key platform benefits

Discover our most popular platform features in just a few seconds

Check out our quickfire videos to see how our platform's clever features save advisers time and money, while showcasing the value of their advice.

The benefits to you and your clients

  • Product and investment choice to improve client outcomes.
  • Digital processes to make life easier.
  • Greater flexibility when managing your clients' investment and income needs.
Find out more

Discover smarter switching for your clients’ investments

Our platform helps you switch with fewer trades, potentially lower costs, and less time out of the market for your clients.

Time is money – save more of it with our platform

The online processes within Quilter’s platform are here to help save you time on admin, so you can concentrate on what matters.

Enjoy CGT management you’ll want to shout about

Our CGT tool is designed to save you time and generates a client report you can fully tailor, to showcase the value of your advice.

Breathe easy, with our simple cash management

Want to save your team time? Our automated cash management ensures your clients’ fees and charges are covered – without your team having to lift a finger.

Our automatic rebalancing means you can balance everything else

There’s no need to worry about your clients’ portfolios becoming misaligned to their risk profiles on our platform with our clever Align to Target option.

Grow one client into many with Family Linking

Our Family Linking benefit enables you to reduce the cost of investing for your clients and their families when they all receive your advice, helping you to build a family office.

Helping promote the benefits of our platform to your clients

When you recommend our platform, we want to make it as easy as possible for your clients to say ‘yes.’ We’ve developed some support material you can use with your clients to make this happen.

Explore the benefits of investing with Quilter

We work closely with financial advisers to provide you with:

  • flexible products and exclusive investment solutions
  • quick and easy access to your money
  • instant updates through your online Customer Centre

Helping you reinforce your platform recommendation

Our client friendly brochure outlines what your clients can expect when they invest through our platform, including:

  • a safe and secure home for their investments
  • extra value, through family linking
  • a modern online account
Download our guide

It’s easy to keep track of your money online

Your Quilter online account is an easy and secure way to access everything you need to know about your investments, without scrambling through your paperwork drawer.

Enjoy lower investment charges for you and your family

Speak to your adviser about how our Family Linking benefit can reduce the cost of investing for you and your family members when you all invest with Quilter.