Discover our latest platform updates
We understand the importance of staying at the forefront of technology and meeting the evolving needs of advisers and customers alike. Our regular schedule of improvements and enhancements ensures that our platform remains at the cutting edge, so we can continue to deliver a superior experience.
We are constantly reinvesting in our platform and proposition, and we’re excited to share with you some of our developments.
Our latest updates
Increased adviser online withdrawal limit
Advisers are now able to key online withdrawals up to £75,000, so fewer withdrawals will require paperwork.
Online correspondence for all new clients
Following feedback, and to support our environmental targets as a responsible business, all new clients will now be automatically set up to receive their correspondence online only.
This will help reduce the burden of paperwork, and make it easier for your clients to access their documents.
Improving your brand visibility
The Master User in your business can now add your company logo directly into the platform to have it displayed on key platform correspondence, just under the Quilter logo. You can also now display your firm name and contact details in the online Customer Centre, just as you can on the Quilter app.
Watch this short ‘How do I video’ on how to use your logo and see how your brand will be displayed.