# QuilterCheviot — Your portfolio viewer > Client portfolio viewer for Quilter Cheviot clients. (iPhone/iPad app by Quilter & Co. Ltd.) - Source: https://appshunter.io/ios/app/quiltercheviot/id1067786202 (this page in markdown: same URL + `.md`) - Developer: [Quilter & Co. Ltd](https://appshunter.io/developer/583931071) - Category: Finance, Business - Price: Free - Age rating: 4+ - Requires: iOS 15.0 · 8 MB - Languages: English - Released: 2016-06-03 - Data updated: 2026-06-10 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/quiltercheviot/id1067786202/reviews.md ## What is 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 ## Key features - Consolidated portfolio valuations - Asset allocation charts - Portfolio valuation by asset class - Capital and income cash statements - Market commentary links - Office contact information ## Recent user reviews (10 of 10) All indexed reviews: https://appshunter.io/ios/app/quiltercheviot/id1067786202/reviews.md ### 1/5 — Log In issues *2025-02-27, version 2.0.1* 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! ### 2/5 — Needs modernising *2024-11-30, version 2.0.1* 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 ### 1/5 — Can’t log in *2024-11-27, version 2.0.1* 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? ### 4/5 — Shame you can’t see a trend…. *2021-09-18, version 1.9.3* Any chance of building in a trended view of the portfolio performance / valuation?? ### 1/5 — Dreadful *2019-02-16, version 1.8.6* Can not login at all. Total rubbish! My wife has the same problem with her account. ### 5/5 — Improved logon? I don’t think so *2018-11-06, version 1.8.6* After latest update Aug18 to improve finger print logon (worked great prior to this), I now have to enter my user name and password to then use my finger print! Yeah great update. Did anyone even test it before releasing it? Update: All sorted thank you ### 5/5 — Now fixed. *2018-08-23, version 1.8.6* Now fixed and back to its best. ### 3/5 — Touch ID *2018-08-13, version 1.8.6* Well done Touch ID seems to be working now so let’s see......! ### 5/5 — Fast fix *2018-08-11, version 1.8.6* Thanks for sorting it quickly. All good again. ### 5/5 — Credit where it’s due *2018-08-10, version 1.8.6* Back to normal Thanks ## Frequently asked questions about QuilterCheviot ### 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. ## Version history (last 5 releases) ### 2.0.2 — 2025-03-11 A required update for all users. ### 2.0.1 — 2024-04-16 Minor updates and improvements including some Dark Mode visual improvements. ### 2.0.0 — 2023-11-29 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 — 2023-05-03 Minor improvements ### 1.9.5 — 2022-06-02 Required update for security improvements ## Apps similar to QuilterCheviot | App | Rating | Price | Category | | --- | --- | --- | --- | | [Halifax Mobile Banking](https://appshunter.io/ios/app/halifax-mobile-banking/id486355738) | 4.9 (7,160) | Free | Finance | | [Whats-Left](https://appshunter.io/ios/app/whats-left/id1628351054) | — | Free | Finance | | [CPF Mobile](https://appshunter.io/ios/app/cpf-mobile/id389277976) | 4.3 (9) | Free | Finance | | [Mycelium Wallet](https://appshunter.io/ios/app/mycelium-wallet/id943912290) | 5.0 (2) | Free | Finance | | [Qapital: The Money Saving App](https://appshunter.io/ios/app/qapital-the-money-saving-app/id969977669) | 4.8 (85,722) | Free | Finance | | [Dynamic Planner: Risk Profiler](https://appshunter.io/ios/app/dynamic-planner-risk-profiler/id356556482) | — | Free | Finance | --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-10.*