Clients and professional advisers of Quilter are able to view portfolio valuations, asset allocations and cash statements across their portfolios.
Main Features
• A summary by value of all portfolios at a consolidated level
• Asset allocation charts
• Portfolio valuation by asset class, holdings and exchange rate where applicable
• Consolidated valuations highlight the relevant holding account
• Capital and income cash statements by currency
• Links to Quilter morning note, market commentary and QED magazine
• Contact information and location maps for Quilter offices
The iPad App has the additional features of:
• Full valuation information accessible by rotating the device
• Asset allocation by bar and pie chart