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Quilter's Platform

Willingness to recommend

3.83/5

Integrations

3.64/5

Value for money

3.78/5

Service

3.75/5
Based on 228 reviews

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About the provider

Quilter enables financial advisers to deliver the very best service to clients and their families, to help them achieve their financial goals. We offer a comprehensive range of products and investments through our award-winning online investment platform, which is known for its intuitive user experience that makes online processes quick and easy.

Quilter’s platform has the strength and capability to support client needs both today and into the future. It does this by giving you:

  • Intelligent options for investment management
  • Online processes saving you time and money
  • Data-rich, time-saving reports
  • Even more flexibility from a market-leading pension
  • Straightforward cash management
  • Flexible model portfolios you can easily control
  • Seamless access to discretionary services

This is underpinned by an award-winning service to both advisers and customers, clear and simple charges with extensive family linking, and the best fund deals in the market.

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Ownership:

Part of Quilter plc

AUM:

£73.1bn

Partnerships:

FNZ

NextWealth analysis

The Quilter platform has captive distribution through the Quilter Financial Advice (formerly Intrinsic) network and maintains a strong following among independent financial planners. The platform has migrated from SS&C (formerly DST) to FNZ. As can be expected with any upgrade of this size, there have been hiccups. Nonetheless, advisers in our surveys give them good scores across the board. Quilter’s strong service record has helped them to smooth over the bumps.

Quilter is very committed to making life easier for financial planners and focus their content and support on regulatory change and technical training. This is well received. They also have a life company approach to sales support with more boots on the ground than many other groups. This can make all the difference through a difficult platform upgrade.

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Integrations

Based on 228 reviews
3.64/5

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Integrates One Way

Integrates Both Ways

Back Office Systems
Cash Management
Cashflow Modelling
Client Portal
Other
Research
Risk profiling and suitability

Adviser Office (IRESS)

Bluecoat

Durell Software

Fairs

intelliflo office (intelliflo)

JCS

Plum Software (a Morningstar company)

Sirius SWIFT

No integrations available for Cash Management

Prestwood:Truth

moneyinfo

No other integrations available.

U-Scan

No integrations available for Risk profiling and suitability

Reviews

Willingness to recommend
Integrations
Value for money
Service
No comment left by user
Anonymous May 2022

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Willingness to recommend
Integrations
Value for money
Service
No comment left by user
Anonymous May 2022
Willingness to recommend
Integrations
Value for money
Service
No comment left by user
Anonymous May 2022

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