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Oct 12, 2023 · The App Hub will remove the need for advisers to re-key data, improving efficiency and streamlining processes. From launch, advisers who use the financial modelling software, Voyant, will have direct access via the Quilter platform.
We champion financial advice by: Providing a choice of ways for advisers to work with us, including the option to join our network to receive support around compliance and growing their business. Offering our pension, bond, and ISA products only via a financial adviser.
Oct 12, 2023 · From launch, advisers who use the financial modelling software Voyant will have direct access via the Quilter platform. Going forward, Quilter said it is keen to expand the number of services...
Aug 8, 2023 · Quilter has announced today that it is developing a new adviser proposition called Quilter Partners. As the wealth manager explains, Quilter’s advice business has historically supported two business models for advisers: a national and network model.
Apr 22, 2021 · Cash flow modelling has been used by many advisers, particularly in the retirement space. Advisers find it useful to model different scenarios and bring to life the impact of different...
Aug 8, 2023 · Quilter is developing a new adviser proposition called Quilter Partners. Quilter’s advice business has historically supported two business models for advisers: a national and network model.
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Aug 8, 2023 · Quilter is developing an additional adviser proposition, called Quilter Partners, which will operate as a franchise-style model.
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