A real time valuation request
The ‘single contract enquiry’ service, also referred to as ‘real time valuations’, allows you to request a valuation through your adviser office software, and the most recent valuation is supplied automatically, directly back into your software.
How do I get set up?
To access this service, you will need an active login for our online platform. If you do not currently have a login for our platform, please speak to your office’s Master User who will be able to set you up with a login.
You will need a username and password to link your adviser office software to this service:
- The username you need is the same as your Quilter platform username.
The password you need is a specific ‘Contract Enquiry’ password that can be found online. To find your Contract Enquiry password:
- Log into Quilter’s platform
- Click on your name on the top right
- From there, you will see a ‘Contract Enquiry’ password (If this is blank, click the ‘Generate new Contract Enquiry password’ button.)
Back Office Software provider guides
Below are guides on how to configure your adviser office software to set up the single contract enquiry valuation feed. To access the guide, please click on the link for your relevant software.
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Assyst-Software |
To set up your software, please refer to the pre-installed Assyst user guide. |
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Best Practice/Create Technology/Enable |
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Clever Adviser |
Please contact Clever Adviser for assistance in setting up. |
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Prestwood |
Please contact Prestwood for assistance in setting up. |
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Quay Software/Synaptic |
Please contact Quay Software/Synaptic for assistance in setting up. |
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TRUE POTENTIAL |
Please contact True Potential for assistance in setting up. |