Distribution Technology shortlisted for ‘Risk Management Software of the Year’ at FS Tech Awards
18 January 2012 - Distribution Technology, the UK’s leading provider of financial planning and front office technology, is pleased to announce that it has been shortlisted for the 2012 FS Tech Awards, for the ‘Risk Management Software of the Year’ category.
This achievement reflects the market leading support provided to financial advisers for assessing investment risk and suitability using Dynamic Planner, the company’s front office and planning tools application. As a result, advisers using Dynamic Planner are well placed to meet the good practice recommendations published in the Guidance Papers issued by the Financial Services Authority in early 2011.
Amongst the developments were:
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Revisions to the 10 risk profile categories, including new titles and descriptions approved by the Plain English Campaign
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Additional functionality to allow advisers to determine capacity for risk
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An extended range of investment forecasts to show projected above and below average returns at 1, 5, 10 and 20 years
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A comprehensive technical guide, outlining how risk profiling with Dynamic Planner works
Shelley Robertson, Marketing Manager at Distribution Technology says “we are delighted to have been shortlisted. Good risk management is an area that continues to be under the regulatory spotlight and one in which we have always been strong advocates. This is why Dynamic Planner offers advisers access to planning tools and risk profiling solutions that are unrivalled in the market today.”
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