Wealth management firm announces series of platform upgrades

As part of its ongoing commitment to improving adviser and client experience, Quilter has announced its latest upgrades to its platform.

As part of these upgrades, advisers now have the option to boost their brand visibility through the ability to co-brand, and the successful launch has seen over 100 advisers adopt the new co-branding within the first week.

If an adviser opts to do so, their company name will now be 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 will be able to preview and approve how the logo will appear, after which it will be present on platform correspondence viewed by their clients to offer greater ongoing brand visibility for the adviser.

In addition, in response to adviser and client demand, Quilter has increased the amount that can be withdrawn online by advisers from £50,000 to £75,000.

Currently over 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, with clients using the Quilter customer app or website able to withdraw up to £50,000.

Jenny Davidson, commercial proposition director at Quilter, said: “We are pleased to announce these latest upgrades to our platform which greatly improve brand visibility for advisers and enhance the withdrawal process for their clients. The new co-branding ability has been really well received, and we’re delighted to see so many firms adopting it already.

“We work closely with advisers and their clients to ensure our regular platform upgrades align with their needs and wants, while also improving overall user experience. We are committed to continuing this as we progress with our roadmap of platform improvements.”