Ready-made solutions for advisers
Fast to market. Built for compliance. Ready to go
Quai Adviser Solutions gives advice firms access to the tools, products and infrastructure they need to run a professional investment service.
No build. No complex onboarding. Just smart, simple solutions designed around how advisers actually work.
Our solutions
Quai Adviser Portal
Secure hub for real-time client management and investment access.
Quai SIPP
Open-architecture SIPP with a flat annual fee and zero time-based charges on property administration.
Quai Access
Consumer Duty-compliant investment portal for clients outside the advice model.
Fuze open finance dashboard
Open finance data aggregation showing a client’s full financial picture, (in partnership with Fuze).
450,000 retail customers supported by Quai
70,000 SIPP accounts
£2.6bn Assets under Administration
As at August 2025
The Quai difference
Cost-effective flexibility
Breadth of investment choice without legacy platform costs.
Plug-and-play simplicity
Everything you need to launch — nothing you need to build.
Built for compliance
Audit-ready, with governance and Consumer Duty alignment baked in.
Backed by experience
Decades of pensions, platform and regulatory expertise.
About us
Quai Adviser Solutions is the adviser-focused arm of Quai Investment Services Limited, a UK wealth solutions provider helping financial firms design and operate modern savings and investment propositions.
Founded in 2011, Quai provides investment wrappers, custody, regulatory and back-office services to support scalable, compliant solutions.
Let's talk
Whether you’re exploring options or ready to move forward, we’d love to speak with you.