In May 2021, we launched the Quilter Platform’s update. After listening to adviser feedback, we updated the platform to be quicker, easier, and smarter, giving advisers and their clients greater choice, convenience, and control.
The Quilter Platform update
How did we enhance the platform?
Below are some significant changes we made as part of the first Quilter Platform update.
| Products | New features | Enhanced features |
| Junior ISA | ✔ | |
| Collective Retirement Account | ✔ | |
| ISA | ✔ | |
| Collective Investment Account | ✔ | |
| Collective Investment Bond | ✔ |
| Investments | New features | Enhanced features |
| Access to exchange traded funds | ✔ | |
| Access to investment trusts | ✔ | |
| Access to cash | ✔ | |
| Automated cash management | ✔ | |
| Hold multiple portfolios in the same tax wrapper | ✔ | |
| Pension – separate management of accumulation and decumulation assets | ✔ | |
| Access to discretionary investment managers | ✔ | |
| Adviser model portfolio management | ✔ |
| Adviser and client reporting | New features | Enhanced features |
| Uscan – money weighted client reporting | ✔ | |
| Produce ad hoc statements, contribution statements and historic valuations | ✔ | |
| Comprehensive business and adviser MI | ✔ |
| Functionality | New features | Enhanced features |
| Online withdrawals up to £50,000 | ✔ | |
| Flexi ISA capability | ✔ | |
| Online income management | ✔ | |
| Flexible income and regular withdrawal dates | ✔ | |
| Flexible Direct Debit collection dates | ✔ | |
| Manage regular investments online | ✔ | |
| Specify assets for pension crystallisation | ✔ | |
| Performance tracking | ✔ |
| Online Customer Centre | New features | Enhanced features |
| Performance tracking | ✔ | |
| Online withdrawals for ISA/CIA up to £50,000 | ✔ | |
| Amend regular investments | ✔ | |
| Amend regular withdrawals | ✔ |
| Ease of use | New features | Enhanced features |
| Online user experience | ✔ | |
| Cross browser functionality | ✔ | |
| Mobile and tablet optimised | ✔ |