Quilter 9 Supporting you and your business We’ve designed our WealthSelect Managed Portfolio Service to provide you with a high-quality solution to meet your clients’ investment goals and deliver exceptional outcomes. With WealthSelect, you can enjoy: We manage all the fund research, monitoring, asset allocation, rebalancing, governance, and reporting for you. This means, you can dedicate more time to your clients’ financial planning needs and building long-term, valuable relationships. We’ve worked hard to integrate WealthSelect with all the client reporting tools and services on the Quilter Investment Platform. WealthSelect Outsourcing can lower your regulatory risk and reduce the administration for your business and your clients. All parts of the advice value chain have had to reassess the issue of cost - both in terms of justifying value to your clients, but also in evaluating the time and resources required to deliver services. WealthSelect could help you streamline your processes, and manage costs, while still delivering the right outcomes for your clients. Increased value Reduced regulatory risk More time for your clients