The leading provider of financial planning and sales technology

For large financial institutions financial planning and sales is often more painful than it is profitable. Fragmented and manual processes often mean that advisers have to do the work of administrators rather than planning with and selling to customers. As a result productivity is reduced and so is the quality and compliance of advice.

More than twenty five leading banks, life and pension companies, wealth managers, platforms and building societies have chosen our technology to increase the productivity and compliance of their advised distribution and to help them build stronger relationships with their advisers and customers.

Distribution Technology gained recognition of our success by being ranked in the 2007 Sunday Times Tech Track 100 league table of fastest growing technology companies in the UK.