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Platform support hub

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

What advisers are looking for right now

Benefits of investing early

Why not write to your clients and highlight the benefits of investing early into their Quilter flexi ISA?

To help you, we have created some wording you can send to your clients.

Download wording

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.

View investment tools

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.

View Transfer Report guide

Training & support videos

The Platform Video Hub hosts a range of useful training and support videos to help you and your clients understand more about and get the most out of our investment platform.

Visit the Video Hub

Tip the balance in your client’s favour

Discover how our platform can help you, your clients, and your business accrue value at every step. Plus, we’ve reduced our platform charge, meaning even more value stays in your client’s pocket.

Don’t settle for less

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

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.

Home of the family office

We want to make it easy for you to connect with your clients' families. And now, more than ever, is a time when families need the expertise of an adviser.
Efficient

Tailored training plans

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

Adviser Back Office services

We integrate with a number of software providers to allow you to automatically get valuations and renumeration statements directly to your chosen Adviser Back Office software.