View the article online at http://citywire.co.uk/wealth-manager/article/a645738
Quilter launches iPad app for advisers
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:
As the UK coalition government strives to rebalance the national economy, so called 'reshoring' looks set to play an increasingly important role in economic recovery.
Today's top headlines
With talk on interest rates on the horizon, our latest roundtable debate covers income investing against a changing backdrop
More about this:
On the road
by Robert Talbut on Jul 28, 2014 at 12:55