About Quai Adviser Solutions

Quai Adviser Solutions is the adviser-focused arm of Quai Digital, a UK wealth solutions provider helping financial firms design and operate modern savings and investment propositions.

Since 2011, Quai has helped firms like yours design, launch and run scalable, compliant propositions. Today, we support over 500,000 retail customers, and have £4 billion in Assets under Administration, with SIPP, ISA and GIA administration supported by specialist trustee companies and experienced operations teams.

The Quai Difference

Quai Adviser Solutions focuses this capability on advisory firms. Our suite of FCA-compliant, plug-and-play solutions gives advisers:

Access to professional-grade investment infrastructure
Flexible investment choice, including insured funds, listed securities and model portfolios
Consumer Duty aligned client journeys across advised and non-advised segments
Operational support and goverance, shaped by people who understand adviser businesses.

We are a safe pair of hands for regulated firms that want to improve client experience, reduce operational friction and stay ahead of regulatory expectations, while keeping their proposition commercially sustainable.

For professional use only

Quai Adviser Solutions is a trading style of Quai Investment Services Limited, which is authorised and regulated by the Financial Conduct Authority. Our services are provided to financial advisers and other professional clients, not directly to retail investors.

Let’s talk

Whether you’re exploring options, would like to see a demo or you are ready to move forward, we’d love to speak with you.