ANNOUNCEMENT: UK Adviser is now PA Adviser. Read more.

Quilter increases withdrawal amount on platform as part of upgrades

As well as giving advisers the ability to co-brand

|

Quilter has increased the amount that can be withdrawn by advisers from its platform as part of a series of upgrades.

Advisers will now be able to take out £75,000, a £25,000 increase which Quilter reports will result in a more streamlined and efficient process for client requests.

Clients using the Quilter customer app or website will be able to withdraw up to £50,000.

As part of the upgrades advisers will now have the ability to co-brand with 100 advisers already co-branding within the first week.

For more on this topic, please visit: 

How do platforms need to communicate with advisers?

The seven signs of a ‘progressive platform’

Quilter Cheviot’s MPS available on three additional platforms

Those who choose to co-brand will have their company name added alongside Quilter when clients log in online or via the app with their logo also added to client documentation.

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.”

 

MORE ARTICLES ON

Latest Stories