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Bulk valuations

A daily valuation feed

For the bulk valuation service, we generate a single file at either your Authorised or Appointed Representative Firm level on a daily basis.

This valuation file is produced daily each morning and will be based on the previous day’s prices which will be the latest available at the time. This allows for your adviser software provider to automatically update all your accounts.

How do I get set up?

To get set up for bulk valuations you will need to complete the Adviser Back Office Software form and return this to WorkflowBrokerAdmin@quilter.com

We’ll confirm via email once the setup is complete, along with any additional credentials/codes needed for your specific software.

Back Office Software provider guides

Below are guides on how to configure your adviser office software to set up the bulk valuation feed. To access the guide, please click on the link for your relevant software.

Intelliflo Ltd

Please contact Intelliflo for assistance in setting up.

IRESS XPLAN

https://community.iress.com/

IRESS Adviser Office

https://aoextranet.iress.com/default.aspx

Adviser Cloud

Please contact Adviser Cloud for assistance in setting up.

Twenty7tec - FINPLAN

https://bluecoat.software/knowledge-base/old-mutual-wealth-valuations/

Dynamic Planner

Please contact Dynamic Planner for assistance in setting up.

Durell

Please contact the Durell support team for assistance in setting up.

FASTRAK/Sprint

Please contact FASTRAK team for assistance in setting up.

IFAMS

Please contact the IFAMs for assistance in setting up.

JCS

Please contact JCS for assistance in setting up.

Plum Software Ltd/Praemium/Wealthcraft

Please contact Plum/Praemium/Wealthcraft for assistance in setting up.

Prestwood

Please contact Prestwood for assistance in setting up.

Sammedia/MoneyInfo

Please contact MoneyInfo team for assistance in setting up.

TIME4ADVICE/Curo

Please contact Time4Advice for assistance in setting up at service.desk@time4advice.co.uk

Focus 360

Please log a call with your Focus support team who will assist you with the software set up.

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