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Quilter launches iPad app for advisers

by Annabelle Williams on Dec 14, 2012 at 12:21

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.’

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