Quilter launches two tools to boost client profiling

‘Revolutionise the advice process’

clock • 2 min read
Quilter launches two tools to boost client profiling

Quilter launched two online tools which together provide full end-to-end support for advisers to match the right investment solution to the right customer while offering a clear audit trail to support their advice.

Developed in collaboration with Dynamic Planner, the tools were announced on Monday (14 March) and are available to all advisers and clients who use the Quilter platform. The first tool - the "client profiler"...

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