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Changes to our technology platform

Date: 26 October 2022

The Quilter Platform update

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.

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  

Further support

Step-by-step training

View our ‘how do I’ video guides on how to use the platform, manage your clients’ investments and create reports.

Watch training videos

Platform support

Get instant access to online resources such as training videos and Q&As that will help with your daily tasks.

View platform support