Quilter announces upgrades to adviser platform

Quilter has introduced a range of new upgrades to its adviser platform, including a move to give advisers the option to boost their brand visibility through the ability to co-brand.

This feature 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.

Quilter also stated that 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In response to adviser and client demand, Quilter has also increased the amount that can be withdrawn online by advisers from £50,000 to £75,000. Currently, more than 83% of all withdrawals on the Quilter platform are within this amount and the group believes the increase will result in a more streamlined and efficient process for client requests.

Quilter commercial proposition director, Jenny Davidson, 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.”

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