8 WealthSelect Managed Portfolio Service Supporting your clients We have built our service with your clients in mind, providing them with tailored solutions that enable them to make the most of their investments. With WealthSelect your clients can enjoy: Choice underpinned by expertise: We offer a wide range of portfolios to meet your clients’ unique needs all managed by our team of investment experts. Your clients can be reassured that their investment is being constantly monitored and actively managed to ensure it meets its objectives. Easy to access information: Quilter’s recently upgraded platform provides your clients with intuitive access to view their investments online. You can also provide high-quality, personalised quarterly reports that can be co-branded with your business. Family wealth planning: Our family linking and intergenerational tax wrappers along with the widest range of trusts in the market enable you to provide your clients with the best methods for building intergenerational wealth, all within the convenience of Quilter’s investment platform.