20 March 2025
Quilter Cheviot has today announced it has launched a brand new client app and portal to help clients keep track of their investments.
Replacing legacy versions, both the app and the portal have been designed to help improve client experience and make it easier from them to access their investment portfolios online in a more seamless and efficient way. The usability of the app and portal has been upgraded to give clients a more modern interface when tracking the performance and value of their investments.
Built by the same team behind the hugely successful Quilter customer app, both of Quilter Cheviot’s new digital solutions have also undergone extensive testing amongst clients and will bring increased security features via biometric login, as well as a personalised feed of news and client events.
To date the Quilter app has achieved 165,000 downloads, processes more than one million log ins per month and is currently rated 4.8 stars (out of five) on both the Apple App Store and Google Play.
Later this year, Quilter Cheviot expects to launch a version of these online services to financial advisers, allowing them to access details on their clients’ investments in a more streamlined manner.
Nick Holmes, managing director, client services & oversight, at Quilter Cheviot, said:
“Digital solutions are absolutely vital if wealth managers are to serve the clients of today and tomorrow. While we had an app and online portal in place already, we are committed to continuously improving upon our digital capabilities and genuinely strengthening the experience we offer clients.
“Having spent time understanding what our clients are looking for and incorporating their needs into our design process, we are really pleased to be able to offer them a more modern, seamless digital service. We are excited to roll out both offerings and hear feedback to ensure we are consistently delivering a service that is attractive for current and future clients.”
