Quilter launches two tools to boost client profiling

Developed in collaboration with Dynamic Planner, the tools were announced on Monday (14 March) and are available to all advisers and clients who use the Quilter platform. The first tool - the "client profiler" gives advisers a fast and efficient way to help them to assess client needs across four dimensions - risk, investment goal, investment management style and ESG preference. Advisers can then use the second tool - the "Quilter solution explorer" to select the most appropriate WealthSelect portfolio based on the individual profile and preferences of each client. Quilter said the to...