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Platform support hub

Providing advisers with ongoing help when using Quilter's platform.

Introducing a new secure login – Q-Pass

As part of our ongoing security enhancement programme, our new login portal provides stronger security and a smoother, more streamlined login experience.

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What advisers are looking for right now

Investment tools

Discover more about our Client Profiler and Quilter Solutions Explorer tools. These have been designed to support advisers during their advice process and help overcome regulatory challenges.

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Track transfers online

Save time by checking the status of your clients’ transfers using our online Transfer Report. Our user guide gives you top tips on how to get the most from this report.

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Paraplanner support

A dedicated hub for paraplanners and administrators on Quilter’s platform, with tools, insights, guides and webinars to help you work more efficiently.

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Moving money between wrappers

With Quilter's platform, you can seamlessly move money between Quilter’s wrappers. For common journeys, including Bed and ISA, the process can be completed fully online.

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Explore platform support

Platform support articles

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How do I guides

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Questions and answers

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Documents

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Business support

Data and Integration services

We understand that data is fundamental to your business. That’s why our platform integrates with leading software providers to deliver daily valuations and remuneration statements straight into your chosen technology software.

Technical articles

Useful insights from our technical experts to help you with matters such as taxation, trusts or pensions.

Tools

Automatic access to an extensive range of financial planning and business tools to help you deliver a great service.
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Tailored training plans

We have developed bespoke training plans for key roles within adviser firms. Each plan includes articles, guides and documents that are most relevant to your role.