Technology must help not hinder. When you join Quilter Financial Planning you get immediate access to a technology solution that makes it easy to do business and gives you exceptional service and flexibility so you can run your business in the best way for you and your customers.
XPLAN & XPM
Our bespoke point-of-sale and back-office technology platforms for wealth (XPLAN) and mortgage (XPM) advisers. Developed specifically for Quilter Financial Planning, they help you get to know your clients better, do more business, stay compliant and improve your efficiency.
Both systems are fully integrated with our sales processes and provide you with everything you need such as online factfinding, risk profiling, suitability report, integrated mortgage and protection sourcing and portfolio valuations.
To make sure your clients always have access to their latest financial information we provide access to an online client portal.
Integrating with other Quilter Financial Planning systems, Officeweb gives you reports to help you understand the financial position of your business, how much business you’ve submitted and its current status.
Your Learning Academy
This online tool supports your personal professional development by providing a wealth of learning material. The system’s integrated platform logs and maintains all learning undertaken for your own personal continuing professional development (CPD) record.
Quilter Financial Planning Extranet
Our extranet is the central hub for all our adviser communications. It’s easy to use and provides access to all our resources. To complement this our communications team provide regular email newsletters designed to keep you informed of the latest developments. Each newsletter can be tailored to your preferences so you only receive the news you want.