Our clients
Our clients include some of the largest life and pension companies and platforms in the UK.
Throughout the industry, we are recognised for our market leading front office technology and financial planning tools, as well as our risk profiling categories.
But don’t take our word for it – here’s what our product provider and platform clients have to say about our products and services:
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“The At Retirement market place continues to be at the forefront of AEGON thinking and I am extremely pleased to be able to demonstrate AEGON commitment to advisers operating in this complex marketplace. The launch of the At Retirement Planner further strengthens the suite of advisory tools that we have developed in conjunction with Distribution Technology.”
Dominic Holmes, Head of Sales and Distribution at Aegon |
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“We believe it’s a great aid in the advice process. The planning tool helps further consolidate the relationship advisers have with their clients.”
Verona Smith - Proposition Manager at Cofunds |
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“We are delighted to have been able to combine the market expertise of Scottish Widows with the technology expertise of Distribution Technology to provide such innovative support for advisers.”
Ian Naismith, Head of Pensions Development, Scottish Widows |
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“Our overall aim is to make financial advice more accessible to consumers, and the new online ‘Financial Check-up’ provides a rapid and valuable ‘first step’ assessment of their financial needs. In many cases our members and customers are looking for help and assistance with their finances before contacting, or meeting with, a financial adviser. ‘Financial Check-up’ delivers this in a convenient and intuitive manner.”
Robin Willison, Financial Advice Services Director, LV= |
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“The challenge is to ensure that the online component of the retirement planning service we are currently piloting is functional, intuitive and flexible. Distribution Technology is helping us meet these aims and build closer relationships with people saving for their retirement.”
E-commerce Manager, Prudential |
Please contact us, to find out how we can enrich your customer relationships.
