Quilter launches new tools for client profiling

Quilter has announced the launch of two new client profiling tools for financial advisers.

The move follows the recent enhancements made to Quilter’s WealthSelect Managed Portfolio Service, to include a suite of 56 portfolios available on the Quilter platform.

Developed in collaboration with Dynamic Planner and available to all advisers who use the Quilter platform, the ‘Client Profiler’ provides advisers with an efficient way to help them to assess client needs across four dimensions – risk, investment goal, investment management style and ESG preference.

Quilter suggested that advisers could then use the ‘Quilter Solution Explorer’ tool to select the most appropriate WealthSelect portfolio based on the individual profile and preferences of each client.

The two new online tools can help advisers overcome regulatory challenges associated with the incorporation of ESG criteria, to profile clients and to find the WealthSelect portfolio that best matches their needs.

Commercial and propositions director of Quilter’s platform and Quilter Investors, David Tiller, commented: “The suitability hurdles keep getting higher and helping advisers to get it right is vitally important. I am proud of the work we’ve done in developing these tools and want to thank Dynamic Planner for their help in creating tools that we believe will revolutionise the advice process.

“It was advisers sharing their challenges that influenced the design of these two tools. Too often investment products are lobbed into the market with little regard for distinct client preferences and the adviser’s obligations. These tools are about Quilter moving forward with advisers to help support their clients and allow their advice process to meet the challenges of today’s world.”

Dynamic Planner chief executive officer, Ben Goss, added: “We are delighted to be partnering with Quilter on the launch of these unique tools. Integrating responsible investment considerations into the advice process is something advisers must get right, and technology is going to be a key enabler for this. As a result, it is really encouraging to see a provider like Quilter think innovatively and introduce new digital tools to make the job of a financial adviser easier and fit for the future.”

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