QuilterCheviot

QuilterCheviot


Your portfolio viewer


Free

2.0.0for iPhone, iPad and more
Quilter & Co. Ltd
Developer
8.7 MB
Size
Nov 29, 2023
Update Date
Finance
Category
4+
Age Rating
Age Rating
4+
Apps in this category do not contain restricted content.
9+
Apps in this category may contain mild or occasional cartoon, fantasy or real-life violence, as well as occasional or mild adult, sexually suggestive or horrifying content and may not be suitable for children under 9 years of age.
12+
Apps in this category may contain occasional mild indecent language, frequent or intense cartoon or real-life violence, minor or occasional adult or sexually suggestive material, and simulated gambling, and may be for children under 12 years of age.
17+
You must be at least 17 years old to access this App.
Apps in this category may contain frequent and intense offensive language; Frequent and intense cartoon, fantasy or realistic violence: frequent and intense adult, scary and sexually suggestive subjects: as well as sexual content, nudity, tobacco, alcohol and drugs, may not be suitable for children under 17 years of age.
QuilterCheviot Screenshots
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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
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
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
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
1.9.0
Jun 12, 2019
- Improved Accessibility support
- 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 :)
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
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

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