Quilter platform upgrade streamlines link to third-party software

Designed to make advisers' processes more efficient

Jenna Brown
clock • 1 min read

Quilter has upgraded its platform to link with third-party software in a bid to improve the user experience for advisers.

It said the launch of its ‘App Hub' would allow advisers to have direct access to third-party software through the platform and would assist in financial planning conversations with clients. It added the hub would "remove the need for advisers to re-key data, improving efficiency and streamlining processes". Quilter said that advisers who use financial modelling software Voyant would have direct access via the platform and planned to expand the number of services available via the hub based on adviser demand. The last platform upgrade from Quilter gave advisers the facility to co-bran...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Wrap/platforms

Quilter reports platform net inflows of £1bn in first quarter

Quilter reports platform net inflows of £1bn in first quarter

Ongoing adviser charging review to start shortly after FCA talks

Jenna Brown
clock 24 April 2024 • 2 min read
Will IFA-owned platforms take over the financial advice sector?

Will IFA-owned platforms take over the financial advice sector?

PA talks to industry experts on the future of adviser-owned platforms

Sahar Nazir
clock 27 March 2024 • 9 min read
CGT support from platforms now 'adviser must have'

CGT support from platforms now 'adviser must have'

Shrinking personal allowances dragging more investors into CGT net

Jenna Brown
clock 27 March 2024 • 2 min read