Quilter has partnered with technology provider ZeroKey to help advisers reduce administration and improve data accuracy by removing the need to manually rekey the same information in multiple systems.
Quilter said the new integration will enable advisers to transfer client data directly from a source system into Quilter’s platform via ZeroKey’s web browser extension.
By reducing duplicate data entry, the wealth manager said firms can streamline workflows, improve operational efficiency and minimise the risk of manual errors.
The service is designed to be used with a range of commonly used back-office systems and adviser technology solutions.
Sam Christopher, proposition director at Quilter, said: “Advisers continue to face growing demands on their time, making efficiency more important than ever. While re-entering client information may seem a small task, it can quickly become a significant administrative burden across a business and introduces the risk of avoidable errors.
“Our partnership with ZeroKey helps address this by providing firms with a free to use, straightforward way to move information into Quilter’s platform through a range of widely used back-office systems. By reducing unnecessary administration, advisers can focus more of their time on delivering value to clients.”
Main image: bKESVqfxass-unsplash
