Welcome to our new website! Let us know what you think..

Register to get unlimited access to all of Citywire’s Fund Manager database. Registration is free and only takes a minute.

Quilter launches iPad app for advisers

Quilter launches iPad app for advisers

Quilter has added to its technology offer for intermediaries with the launch of an iPad and iPhone app.

The wealth manager has created the app so that advisers and clients can check their asset allocations and portfolio valuations on the move.

Other features of the app include portfolio valuation by asset class, capital and income statements by currency and charts in various formats.

'The launch of the Quilter App for our clients and IFAs continues our strategy to enhance client reporting; offering access to clients’ portfolio information when it suits them, regardless of time or location,' said Quilter managing director Stephen Vakil.

'With over 35 billion apps being downloaded by users, it was clear to Quilter that many of our clients and IFAs would welcome this extension of our online valuation service.’

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.
Your Business: Cover Star Club

Profile: why Chris Wyllie joined Connor Broadley

Profile: why Chris Wyllie joined Connor Broadley

Professional footballers are not renowned for their financial acumen, but former Millwall player James Connor is an exception to the rule

Wealth Manager on Twitter