Stay connected:
Citywire printed articles sponsored by:
View the article online at http://citywire.co.uk/wealth-manager/article/a645738
Quilter launches iPad app for advisers
Markets
by Annabelle Williams on Dec 14, 2012 at 12:21
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.’
News sponsored by:
Subscribe to Wealth Manager to get the inside track on your rivals' moves
Keep up to date with how your peers are allocating their clients' assets by subscribing to Wealth Manager magazine.
Today's top headlines
Aberdeen Live supplement: Fundamentals point to ongoing flows and solid returns from EMD
After a record year for inflows and market-leading performance in 2012, emerging market debt has taken a large step towards the mainstream. Our recent debate covers the outlook for the asset class this year and where opportunities can be found.
On the road
Click here to find out more from the Audience Development team.
leave a comment
Please sign in here or register here to comment. It is free to register and only takes a minute or two.