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Platform releases

Discover our latest platform updates

We understand the importance of staying at the forefront of technology and meeting the evolving needs of advisers and customers alike. Our regular schedule of improvements and enhancements ensures that our platform remains at the cutting edge, so we can continue to deliver a superior experience.

We are constantly reinvesting in our platform and proposition, and we’re excited to share with you some of our developments.

Our latest updates

Introducing the CashHub

We’ve recently seen an increased demand from clients and advisers for cash savings.

In response to this, we’ve launched the CashHub, an online service distributed by Quilter and provided by Bondsmith. The CashHub is an online marketplace, that is fully integrated into the platform, and gives you and your clients access to cash savings accounts with competitive rates of interest from a wide range of banks and building societies.

This new service enables you and your clients to:

  • Maximise and manage their cash savings
  • Have greater visibility of your clients’ wealth, with the ability to view cash savings alongside their Quilter investments
  • Potentially benefit from a reduced charge on their Quilter platform investments

The value of your investments and the income from them can fall and you may not recover what you invested.