Quilter launches new client reporting tool

Quilter has launched a new reporting tool which will allow advisers to have better conversations with clients.

The tool allows advisers to better tailor reports to individual client needs.

Investment performance, including returns and client assets, can be summarised and presented in many different formats through the platform. Reports can also be uploaded directly to a client’s document library.

Advisers will also have access to improve co-branding capabilities, including adding digital signatures and photos.

Barry Cook, head of customer propositions at Quilter, said: “We are excited to introduce our new client reporting tool. The tool offers greater flexibility and customisation, as well as a quicker and more reliable report generation process.

“The visually engaging report format will support meaningful discussions between advisers and their clients, benefiting from co-branding capabilities and the ability to tailor them to meet individual client needs.

“We remain committed to working closely with advisers and clients to ensure the upgrades we introduce meet their evolving needs, and this launch reflects our ongoing focus on providing intuitive, accessible solutions.”