By tracking the changes to people's income and outgoings, spending trends or areas of concern, the report can help you identify the different client types and a potential financial strategy to meet their needs.
Platforms were built to modernise financial services, yet advisers still face average transfer times of 11.5 days, with some stretching beyond 40. That’s not progress.
When you choose the Quilter Smoothed Funds, you are investing with Quilter and Standard Life. Both bring proven expertise and a commitment to the financial success of your clients.
Advised platform AUA grew by 4.12% to £738.63bn, despite outflows hitting record highs amid pre-Budget rumours in Q4 2025.
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