QuilterCheviot
Your portfolio viewer
Free
2.0.0for iPhone, iPad and more
Age Rating
QuilterCheviot Screenshots
About QuilterCheviot
Clients of Quilter Cheviot are able to view portfolio valuations, asset allocations and cash statements across their portfolios
App Main Features
•A summary by value of all portfolios at a consolidated level
•Asset allocation charts
•Portfolio valuation by asset class, holdings and exchange rate where applicable
•Consolidated valuations highlight the relevant holding account
•Capital and income cash statements by currency
•Links to Quilter morning note, market commentary and QED magazine
•Contact information and location maps for Quilter Cheviot offices
The iPad App has the additional features of:
•Full valuation information accessible by rotating the device
•Asset allocation by bar and pie chart
App Main Features
•A summary by value of all portfolios at a consolidated level
•Asset allocation charts
•Portfolio valuation by asset class, holdings and exchange rate where applicable
•Consolidated valuations highlight the relevant holding account
•Capital and income cash statements by currency
•Links to Quilter morning note, market commentary and QED magazine
•Contact information and location maps for Quilter Cheviot offices
The iPad App has the additional features of:
•Full valuation information accessible by rotating the device
•Asset allocation by bar and pie chart
Show More
What's New in the Latest Version 2.0.0
Last updated on Nov 29, 2023
Old Versions
With this app, clients of Quilter Cheviot are able to view portfolio valuations, asset allocations and cash statements across their portfolios.
Through this app, clients can access and view:
•Summary by value of all portfolios at a consolidated level.
•Asset allocation charts.
•Portfolio valuations by asset class, holdings and exchange rate where applicable.
•Consolidated valuations highlighting the relevant holding account.
•Capital and income cash statements by currency.
•Links to Quilter morning note, market commentary and QED magazine.
•Contact information and location maps for Quilter Cheviot offices.
The iPad App has the additional features of:
•Full valuation information accessible by rotating the device.
•Asset allocation by bar and pie chart.
If you require any assistance, please contact us on:
•enquiries@quiltercheviot.com
•0207 150 4000
Through this app, clients can access and view:
•Summary by value of all portfolios at a consolidated level.
•Asset allocation charts.
•Portfolio valuations by asset class, holdings and exchange rate where applicable.
•Consolidated valuations highlighting the relevant holding account.
•Capital and income cash statements by currency.
•Links to Quilter morning note, market commentary and QED magazine.
•Contact information and location maps for Quilter Cheviot offices.
The iPad App has the additional features of:
•Full valuation information accessible by rotating the device.
•Asset allocation by bar and pie chart.
If you require any assistance, please contact us on:
•enquiries@quiltercheviot.com
•0207 150 4000
Show More
Version History
2.0.0
Nov 29, 2023
With this app, clients of Quilter Cheviot are able to view portfolio valuations, asset allocations and cash statements across their portfolios.
Through this app, clients can access and view:
•Summary by value of all portfolios at a consolidated level.
•Asset allocation charts.
•Portfolio valuations by asset class, holdings and exchange rate where applicable.
•Consolidated valuations highlighting the relevant holding account.
•Capital and income cash statements by currency.
•Links to Quilter morning note, market commentary and QED magazine.
•Contact information and location maps for Quilter Cheviot offices.
The iPad App has the additional features of:
•Full valuation information accessible by rotating the device.
•Asset allocation by bar and pie chart.
If you require any assistance, please contact us on:
•enquiries@quiltercheviot.com
•0207 150 4000
Through this app, clients can access and view:
•Summary by value of all portfolios at a consolidated level.
•Asset allocation charts.
•Portfolio valuations by asset class, holdings and exchange rate where applicable.
•Consolidated valuations highlighting the relevant holding account.
•Capital and income cash statements by currency.
•Links to Quilter morning note, market commentary and QED magazine.
•Contact information and location maps for Quilter Cheviot offices.
The iPad App has the additional features of:
•Full valuation information accessible by rotating the device.
•Asset allocation by bar and pie chart.
If you require any assistance, please contact us on:
•enquiries@quiltercheviot.com
•0207 150 4000
1.9.6
May 3, 2023
Minor improvements
1.9.5
Jun 2, 2022
Required update for security improvements
1.9.4
May 24, 2022
Required security improvements
1.9.3
Sep 15, 2021
Security updates
1.9.2
May 19, 2021
- Technical improvements "under the hood"
1.9.1
Oct 10, 2019
- Added an option to hide keyboard when signing in - simply tap the top portion of the screen to hide the keyboard.
- You will need to update to this version for continued access, please update as soon as you can
- You will need to update to this version for continued access, please update as soon as you can
1.9.0
Jun 12, 2019
- Improved Accessibility support
- Improved Login flow (please note, you will be required to login manually on first run).
- Improved Login flow (please note, you will be required to login manually on first run).
1.8.6
Aug 9, 2018
This version should fix the Touch ID issues, you will have to login manually after upgrade and then you can use it as before.
Thank you for all of the reports about issues with the last update!
Please do upgrade your star ratings too if this fixes it for you :)
Thank you for all of the reports about issues with the last update!
Please do upgrade your star ratings too if this fixes it for you :)
1.8.5
Aug 1, 2018
Improvements to handling of Touch ID login.
1.8.4
Jun 28, 2018
Minor improvements and required updates.
1.8.3
Dec 15, 2017
General improvements.
1.8.2
Oct 11, 2017
Improvements and bug fixes.
1.8.1
Oct 6, 2017
Minor fixes in preparation for iOS 11
1.8.0
Jul 28, 2017
You can now securely login using Touch ID
Accounts now display the product below the account name
Many under-the-hood improvements to increase security
Accounts now display the product below the account name
Many under-the-hood improvements to increase security
1.0.5
Oct 12, 2016
Fixes for login screen behaviour.
1.0.4
Jul 15, 2016
Currency selection bug fixes.
1.0.3
Jun 30, 2016
You can now select your preferred valuation currency.
1.0.2
Jun 13, 2016
Pie chart legend colours corrected.
1.0.1
Jun 7, 2016
Minor bug fixes.
1.0
Jun 3, 2016
QuilterCheviot FAQ
Click here to learn how to download QuilterCheviot in restricted country or region.
Check the following list to see the minimum requirements of QuilterCheviot.
iPhone
Requires iOS 15.0 or later.
iPad
Requires iPadOS 15.0 or later.
iPod touch
Requires iOS 15.0 or later.
QuilterCheviot supports English