We’re pleased that we can now offer all advisers a platform that’s quicker, easier, and smarter, so that you can enjoy:

• Wider choice to tailor your advice to every client’s needs
• Greater convenience to access everything you need in one place
• More control over how you manage your clients’ investments

You asked for an enhanced experience, we acted.
Since 1979, we've been supporting financial advice professionals like you. That’s why, when our adviser community asked us to make a number of key enhancements when upgrading our platform, we acted so that we could continue to provide you the best possible service. With Quilter, you now have access to:

Discretionary investment managers
Easy access to choose the discreationary investment manager that's right for you.

Tailored investments with mix and match
Manage multiple investment stratgeies within one tax wrapper to create a bespoke service for your clients.

Flexible income payment dates
Freedom to choose payment dates from day 1 to 28 of the month for a flexible income schedule.

More online processes at your fingertips
We're making more of our services available online, including withdrawal and income requests up to GB£50,000.

Automated cash management
A smarter and easier way to manage cash because we'll do the hard work for you.