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Quilter's Platform
Willingness to recommend
3.99/5
About the provider
Our award-winning platform is here to help advisers give their clients the best outcomes, enabling them and their families to achieve their financial goals and prosper.
Its intuitive user experience makes online processes quick and easy, while itβs range of products and services provide solutions for clients as their needs change throughout their life.
Make the most of investment performance:
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- Straightforward cash management
- Competitive investment costs and smart trading technology
- Flexible model portfolios and seamless access to discretionary services
A range of market leading products and services including:
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- Our award-winning pension
- Integrated, on platform bond
- Tax efficient withdrawal options and extensive trust range
Cost and time saving features:
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- Straight through money transfers
- Data-rich, time-saving reports
- Multiple online processes to save you time
This is underpinned by extensive family linking, an award-winning service to both advisers and customers, clear and simple charges, and the best fund.
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Ownership:
Part of Quilter plc
AUM:
Β£69.7bn as at 30th September 2023
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. Quilter scored very highly amongst user reviews this year (while most others experienced declines) with an overall score of 4.3 Β out of 5. Advisers were particularly complimentary about the functionality and service levels this year.Β The platform won the prestigious βPlatform of the Yearβ award at the Schroders UK Platform awards
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.
βSimple platform allows me to perform most functions without significant effort.β
βSupport has always been very strong, and the proposition ticks most boxes for most clients.β
Integrations
Based on 530 reviews
3.77/5
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
Willingness to recommend
Integrations
Value for money
Service
"Very good online functionality
Anonymous
October 2023
Willingness to recommend
Integrations
Value for money
Service
No comment left by user
Anonymous
October 2023
Willingness to recommend
Integrations
Value for money
Service
No comment left by user
Anonymous
October 2023
