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Quilter Enhances Advisor Platform

Editorial Staff 10 October 2023

Quilter Enhances Advisor Platform

The firm said it is giving advisors using its platform the freedom to co-brand on it.

Quilter, the UK wealth management house, has upgraded its platform so that advisors can make their brands more visible to users.

Advisors can co-brand and, so far, more than 100 of them have adopted the new co-branding option, Quilter said in a statement. 

If an advisor chooses to do so, their company name is added alongside Quilter when their client logs in online or via the Quilter customer app, with their logo added to client documentation. Master users of the platform within advice firms can preview and approve how the logo will appear.

At a time when advisors want to protect their distinctive identities and independence, the co-branding option is a way of keeping advisors happy within the Quilter ecosystem.

“The new co-branding ability was implemented following feedback from advisors who expressed their wish to have their own brand presented more prominently on documentation and when clients login,” Quilter told WealthBriefing when asked about the matter. “That’s a win-win as it not only further solidifies our partnership with the advisor but helps to keep their brand at the forefront at all times,” Quilter said.

“We regularly review and upgrade our platform’s features, and we’re committed to continuously improving the user experience for both advisors and their clients. In the coming weeks we’re looking to integrate additional tools to further streamline advisor processes and aid their financial planning discussions with clients,” the firm added.

In addition, Quilter said it has increased the amount that can be withdrawn online by advisors from £50,000 ($60,892) to £75,000. Currently more than 83 per cent of all withdrawals on the Quilter platform are within this amount and the increase will result in a more streamlined and efficient process for client requests.

The withdrawals will still be protected by robust monitoring and safeguards; clients using the Quilter customer app or website will be able to withdraw up to £50,000, the firm said. Quilter oversaw £101.7 billion in customer investments (as at 30 June 2023).

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