We understand the importance of staying at the forefront of technology and meeting the evolving needs of advisers and customers alike. Our regular schedule of improvements and enhancements ensures that our platform remains at the cutting edge, so we can continue to deliver a superior experience.
We are constantly reinvesting in our platform and proposition, and we’re excited to share with you some of our developments.
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Launched Quilter Smoothed Funds |
A highlight of the Q1 2026 release is the introduction of the Quilter Smoothed Funds, in partnership with Standard Life. There are three funds to choose from, ranging from low to medium risk that offer a simpler, steadier and smoother way of investing: ✔ Simple and transparent smoothing. ✔ More predictable and reliable income. ✔ Proven and established expertise. For more information, visit our Smoothed Funds webpage. |
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Client reporting tool |
Another significant update is the launch of a new client reporting tool. The new tool is designed to help you deliver more meaningful client reviews, support deeper conversations and clearly demonstrate the value of your advice. What's different? ✔ Accessible and convenient. Reports can be saved directly to your client’s Document Library, making them available via the app and online Customer Centre. ✔ Client performance insights. See a performance summary and select from a choice of performance graphs. ✔ Greater flexibility. Include up to 10 sub-accounts in a single report, and include any CashHub accounts as needed. ✔ Personalisation options. Add your firm’s branding, adviser commentary, and even a digital signature or photo to make each report unique. |
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Q-Pass – A new secure login for Quilter’s platform |
As part of our ongoing programme of security improvements, our new login system, Q-Pass provides stronger security and allows the use of passkey technology for an easier login experience. Once logged in, you'll benefit from: ✔ Stronger protection with multi-factor authentication using a passcode sent to your mobile. ✔ One secure login to access Quilter’s platform and connected systems. ✔ An easier experience with the option to use new passkey technology. |
