Accelerating growth by delivering better outcomes for both advisers and customers
FNZ helped Quilter successfully migrate over £62.5bn assets, more than 490,000 customers, 600,000 accounts and 2.5 billion data items via a thorough and systematic process that minimised disruption during one of largest ever replatforming projects completed to date.
Platform transformation programme
In 2017, FNZ was selected by Quilter, a leading provider of advice, investments and wealth management, to lead the design and implementation of its platform transformation programme.
We helped Quilter successfully migrate over £62.5 billion of assets, more than 490,000 customers and over 600,000 accounts. This involved a thorough and systematic process to minimise disruption during the transition of more than 2.5 billion data items.
One of the largest re-platforming projects ever completed, it was a significant milestone for Quilter and one that has set them up for accelerated growth by delivering better outcomes for both advisers and end-customers in the competitive UK wealth market.
Building an enhanced user-centric platform
Navigating a project of this scale and complexity required FNZ and Quilter to develop a strong working partnership together, particularly against the backdrop of the Covid-19 pandemic.
One of the core priorities linked to the success of the platform transformation programme was the safe and successful migration of assets and data for advisers and their clients. We therefore worked extensively and collaboratively across three phased migrations, to seamlessly transfer all data and assets to deliver a market leading proposition tailored to the needs of Quilter’s advisers and end-users.
The design process, which was closely aligned with adviser feedback throughout, allowed FNZ and Quilter to further enhance and revamp an already valued proposition with improved functionality, streamlined processes and a wider range of products and services.
Efficient and intuitive, the upgraded Quilter platform offers advisers access to a range of products and features that help them manage investments online and improve client outcomes. This includes automated cash management, enhanced model portfolio management capabilities, a market leading business intelligence and MI reporting suite, and improved links to advisers CRM systems.
A strategic partnership for the long-term
Moving ahead, FNZ and Quilter continue to work in close partnership together in order to deliver a constantly evolving, user-centric platform that remains responsive to future market developments.
- One of the largest replatforming projects ever
- Migrated over £62.5bn assets
- Over 490,000 customers and 2.5 billion data items