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Enhancements to the My Quilter Cheviot adviser portal

Date: 27 June 2026

1 minute read

Following feedback from advisers, we’ve introduced a number of enhancements to the My Quilter Cheviot portal to make managing your clients’ investments more straightforward and efficient.

What’s new?

  • More detailed valuation reporting
    When downloading your valuation report, you can now see cash, dividends and income. Simply navigate to the menu and select ‘Download reports’.
  • Improved client search
    Thanks to your feedback, we’ve amended the ordering of clients so they are now sorted by surname first, making it easier for you to find the clients you need.
  • Aggregated client view across portfolios
    You now have an aggregated client view across all investments and asset classes. When viewing a client, use the two new tabs next to Portfolio details to see combined information for clients with multiple portfolios.
  • Generate a single client report across all portfolios
    You can now click ‘Generate client report’ to access a report showing aggregated holdings across all of a client’s portfolios in one place. You’ll find the button under the client’s total valuation.

These enhancements build on the portal’s core functionality, helping you access clearer, more complete information when supporting your clients.

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