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Quilter's Platform
Willingness to recommend
3.83/5
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.
Integrations
Based on 228 reviews
3.64/5
Integrates One Way
Integrates Both Ways
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
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Anonymous
May 2022
Willingness to recommend
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Anonymous
May 2022
Willingness to recommend
Integrations
Value for money
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Anonymous
May 2022
