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QuilterCheviot

QuilterCheviot

Your portfolio viewer

0 ratings
10 reviews
💼 Business
💰 Finance

Archived App (Last seen on 16 Mar 2025)

This is an archived listing of the app previously available on the App Store.

Although the app is no longer distributed by Apple, you can still view its description, screenshots, version history, ratings, and metadata for reference.

Details

  • Released
  • Updated
  • June 3, 2016
  • March 11, 2025

Features

Developer

Quilter & Co. Ltd
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QuilterCheviot screenshot #1 for iPhone
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QuilterCheviot screenshot #5 for iPhone
QuilterCheviot screenshot #6 for iPhone
iphone
ipad
⭐10
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🔄6+ apps
Alternatives↘︎
❓8 answered
FAQ↘︎
📦w/o updates
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About

View your investment portfolio details, including valuations, asset allocations, and cash statements. Access market commentary and office contact information. Optimized for iPad with enhanced valuation views.

✓Consolidated portfolio valuations
✓Asset allocation charts
✓Portfolio valuation by asset class
✓Capital and income cash statements
✓Market commentary links
✓Office contact information
Show original description

What's New in QuilterCheviot

2.0.2

March 11, 2025

A required update for all users.

User reviews

Most RecentHighest RatedLowest Rated

Log In issues

Have never been able to log in on the app. I have to use my laptop every time. Double and triple checked login in credentials - just doesn’t work!
WiggamtoyWiggamtoy

Needs modernising

Needs more functionality. Should be able to see portfolio gains, full names of funds in the capital tab, graphs of how the portfolio has grown etc
Chetz86Chetz86

Can’t log in

I’ve tried numerous times to log in and have double and triple checked my user ID and password to no avail. Am I missing something about setting this up?
Smiffy@35Smiffy@35

Shame you can’t see a trend….

Any chance of building in a trended view of the portfolio performance / valuation??
MountinmadMountinmad

Dreadful

Can not login at all. Total rubbish! My wife has the same problem with her account.
NigelcleehillNigelcleehill
See 5 more reviews

FAQ

What information can I see in QuilterCheviot?

QuilterCheviot allows you to view consolidated portfolio valuations, asset allocations by class and holdings, and capital and income cash statements by currency. You can also access links to market commentary and office contact details.

Is QuilterCheviot available on multiple devices?

Yes, QuilterCheviot is available for iPhone, iPad, and iPod. The iPad version offers additional features like full valuation information accessible by rotating the device and asset allocation presented in bar and pie charts.

How secure is my financial data with QuilterCheviot?

As a client portal for Quilter Cheviot, the app is designed to securely display your portfolio information. Specific security protocols are managed by Quilter Cheviot to protect client data.

Does QuilterCheviot support multiple financial institutions?

QuilterCheviot is specifically designed for clients of Quilter Cheviot to view their portfolios managed by that firm. It does not aggregate data from multiple external financial institutions.

What is the update frequency for QuilterCheviot?

The app was last updated on March 11, 2025, indicating ongoing development and maintenance. Users can expect updates to address performance, security, and potentially new features over time.

What is the age rating for QuilterCheviot?

QuilterCheviot has an age rating of 4+, making it suitable for users of all ages. This rating typically indicates that the content is generally appropriate for all audiences.

Does QuilterCheviot have ads?

No, QuilterCheviot does not contain advertisements. As a free client-facing application, it focuses on providing portfolio information without commercial interruptions.

Can I make transactions through QuilterCheviot?

The description focuses on viewing portfolio valuations, asset allocations, and cash statements. It does not mention functionality for making financial transactions directly through the app.