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About Distribution Technology
Distribution Technology is a leading provider of financial and
investment planning technology. Its Dynamic Planner® solutions
are used by thousands of advisers across a range of blue-chip financial
services organisations including life, pension & investment
companies, wealth managers and banks. These solutions enable the
delivery of holistic or specific advice at the point-of-sale, via
financial planning tools or direct to consumers over the web.
Dynamic Planner® is comprised of a series of applications,
modules and components that can be configured and integrated to
provide clients with bespoke applications suited to their needs.
'Off the-shelf' applications cover Life Planning, Portfolio Construction,
Investment Planning and Retirement Planning. To ensure the appropriate
focus for a client, each can be deployed separately or in combination.
Dynamic Planner® applications remove the hard work from developing
financial and investment plans. "Powerful tools that are simple
to use", they enable advisers to rapidly create high-quality,
action orientated plans that help their clients and prospects understand:
- Their priorities
- Their goals
- Whether or not they are on track to achieve their goals; and
- What actions they need to take to do so
Company details
Distribution Technology
Tangent House
Forbury Road
Reading
RG1 1SB
Tel: +44 (0)118 9035850
Fax: +44 (0)118 9503765
Email: info@distribution-technology.com
www.distribution-technology.com |
