Quilter is allowing financial advisers to jointly brand parts of its client platform, so intermediaries’ clients see their IFA’s brand when logging in to review their investments.
The initiative by the London-listed wealth management group is designed to reinforce the adviser’s brand and saw more than 100 intermediaries embrace the service within the first week.
Jeremy Mugridge, marketing director at Quilter said the move is part of a collaborative series of upgrades and follows feedback from advisers seeking to boost their brand visibility on the platform.
He explained: “That’s a win-win as it not only further solidifies our partnership with the adviser but helps to always keep their brand at the forefront at all times.”
Adviser users of the Quilter platform will be able to preview how the logo will appear before putting the branding live on login pages and documentation.
“In the coming weeks we’re looking to integrate additional tools to further streamline adviser processes and aid their financial planning discussions with clients,” Mugridge added.
As part of the ongoing changes Quilter has also increased the amount advisers can withdraw online from £50,000 to £75,000. The increase has been designed to make client requests more efficient and streamlined.
The withdrawals are protected by robust monitoring and safeguards, with clients using the Quilter customer app or website able to withdraw up to £50,000.