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Discover our latest platform updates
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.
Our latest updates - Q1 2026
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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. |
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A new cash savings solution: CashHub MultiBank |
A highlight of the Q2 2025 release is the introduction of CashHub MultiBank, a high-interest, easy-access savings solution that: ✔ Automatically diversifies client deposits across multiple UK banks. ✔ Offers increased FSCS protection. ✔ Offers competitive interest rates from a panel of leading banks. For more information, visit our CashHub MultiBank webpage. |
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New Client Document Library |
Another significant update is the launch of a new client document library, replacing the previous ‘Documents’ tab on the platform. Key improvements include: ✔ A more intuitive interface. ✔ Enhanced search functionality. ✔ Easier access to important documents, now displayed prominently at the top of the screen. ✔ A unified view at the Head Account level with filtering options. |
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The CashHub now offers joint accounts |
We’ve just added the ability to apply jointly for a CashHub savings account. So, not only can your client and their partner benefit from great interest rates, they can now: ✔ save more flexibly together ✔ benefit from double the FSCS protection in a single account ✔ enjoy our multi-member family linking discount on their investments |
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Introducing CashHub back-office integration |
With the number of CashHub clients steadily growing we wanted to make it easier for you to track your clients’ cash holdings. We’ve therefore improved the integration of CashHub with back-office software, meaning you can now see CashHub holdings in bulk valuations. You can find out which back-office systems are compatible on our dedicated adviser back office services webpage. |
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Interest on Collective Investment Bonds |
We are now paying interest on transactional cash balances in the Collective Investment Bond (CIB). A monthly adjustment will be added to balances held in transactional cash, called ‘Quilter Interest’. This adjustment will be allocated on the 1st working day of each month and will be calculated using a rate set by us. You can view more information on the interest we pay on ‘Interest rates on cash’. |
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Faster Payments for withdrawals |
The Faster Payments system enables real time payments up to £1M, increasing the speed of withdrawals to clients for: • Single ad-hoc withdrawals • Crystallisation – taxable income |
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Pension top up service |
Clients are able to make lump sum top ups into an existing Collective Retirement Account through our online Customer Centre and app. Advisers have the option to turn this on and off. |
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Online Expression of Wish updates |
Clients can now view and update their Expression of Wish beneficiaries online. |