Advisers are now able to co-brand through the Quilter platform as part of its latest upgrades.
Since the launch, more than 100 advisers adopted the new co-branding within the first week. If an adviser opts to do so, their company name will now be added alongside Quilter when their client logs in online or via the Quilter customer app, with their logo added to client documentation. ‘Master' users of the platform will be able to preview and approve how the logo will appear and it will be present on platform correspondence viewed by their clients. In response to adviser and client demand, Quilter has also increased the amount that can be withdrawn online by advisers from £50,00...
To continue reading this article...
Join Professional Adviser for free
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes