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Online services for faster transactions

Date: 27 June 2021

2 minute read

Our platform offers a variety of online processes so that you can go paperless and complete transactions faster, allowing you to make the most of your time and build stronger relationships with your clients.

Some of the services you can enjoy online in under 2 minutes are:

  • Instructing and managing withdrawals and income, including crystallisations, up to a maximum of £75,000. This means that 83% of all withdrawals on our platform can now be done online.
  • Confirming your client authorisation of fees.
  • Managing online Bed and ISA processes.

Time is money – save more of it with our platform

The online processes within Quilter’s platform are here to help save you time on admin, so you can concentrate on what matters.

How do these online services benefit me and my clients?

Let’s take a look at Mr Jones’ story to build a better picture on how our new online platform services benefit both you, and him.

  • Mr Jones has a Collective Retirement Account worth £150,000.
  • His adviser recommends fully crystallising the pension and places the instruction to do so easily online.
  • The request is processed and 25% tax free cash payment of £37,500 is promptly received by Mr Jones.
  • If Mr Jones requires an income in future, his adviser will also be able to request and make any amendments online.

More ways you can benefit from our platform

Technology upgrades

View a list of the key updates made to Quilter's platform in May 2021.

Best in class family linking

Find out how you can deliver value for your clients through our market-leading family linking service.

Quick guide to our platform

All you need to know about how to make the most of our platform to benefit your clients.

Two ways to join our platform today

Speak to our expert team

Our sales consultants can help you identify advice opportunities and support you in the advice you give to your clients.

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Open your platform account online

Join over 25,000 advisers who are already enjoying the incredible range of support tools and services on our platform that help provide the best value for your clients.

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