Services
Quilla works with Financial Advisers to create tailored investment solutions that enable growth. Quilla helps Advisers:
Focus activities on clients rather than managing portfolios
Provide leading investment outcomes with sophisticated risk management
Develop an additional revenue stream or grow profit margins
Reduce investment and operational costs.
We also work with Not For Profit groups, Family Offices, Dealer Groups and Institutional Investors to help them achieve their investment objectives.
Focus activities on clients rather than managing portfolios
Provide leading investment outcomes with sophisticated risk management
Develop an additional revenue stream or grow profit margins
Reduce investment and operational costs.
We also work with Not For Profit groups, Family Offices, Dealer Groups and Institutional Investors to help them achieve their investment objectives.
Create your own white
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Quilla works with you to design and manage portfolios, to your specifications, utilising Managed Accounts.
These portfolios are multi asset SMAs incorporating funds, ETFs or listed shares, and can be branded with your company name. We also provide you with a suite of tailored communications materials and support services. |
Quilla offers their own 'off the shelf' portfolios through the HUB24 BT Panorama and AMP MyNorth Managed Account Platforms. See our Portfolios page for more information.
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Quilla has created technology specifically for Financial Advisers to use with their clients, helping them increase client engagement and work more efficiently. More information is set out on the Technology page.
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