4 WealthSelect Managed Portfolio Service Delivering a personalised investment solution The growth and success of WealthSelect has been driven by the efficiencies, risk reduction and performance we have delivered to adviser businesses like yours. We understand the intricacies of the advice process and have designed WealthSelect to give you the power to provide your clients with a personalised solution that matches their investment preferences: Risk appetite Investment approach Responsible investing Matching your clients’ needs to the right portfolio Making informed investment decisions, both at the initial recommendation stage and on an ongoing basis, is time-consuming and carries a significant burden of responsibility. This is particularly important given the increased regulatory focus on suitability and due diligence. To help ensure you’re able to match your clients with the right portfolios for them, we’ve developed two tools that you can use as part of your advice process: Client Profiler Through four question sets, this tool helps you personalise your client’s investor profile to easily identify their appetite for risk; preferred investment management style; investment needs; and approach to responsible investment. Quilter Solutions Explorer To help you match your client with the right portfolio for them, this tool can be used to either conduct general fund research, or search for a specific solution based on their unique needs. Furthermore, it provides you with easy access to Quilter product and portfolio information, all in one convenient location.