14 October 2011 – Distribution Technology, the UK’s leading provider of financial planning and sales software, is pleased to announce that independent financial advisory firm, Torquil Clark has selected Dynamic Planner to provide its financial planning tools and risk profiling technology.
John Chapman, Managing Director at Torquil Clark says “we are delighted to be working closely with Distribution Technology. As an organisation who has been awarded the Gold Standard Award for Independent Financial Advice for seven years in a row, high standards are important to us and in the partners we work with. Dynamic Planner offers a first-class technology solution to support our new telephone advice service; easy to install and use, I am confident that it will quickly become a tremendous asset towards meeting our client service standards.”
Ben Goss, CEO of Distribution Technology, adds “Torquil Clark is a wealth management firm that is well placed in the countdown to the RDR deadline. It offers a number of different service propositions for which risk profiling and financial planning will be key and we are delighted that Dynamic Planner is supporting them.”
