Five star perfromance from Dynamic Planner
14 July 2011 - Distribution Technology, the UK’s leading provider of financial planning and sales software, is delighted to announce that it has been awarded the greatest number of star ratings by the Finance & Technology Research Centre (F&TRC) for financial planning tools that support ‘growing pensions’.
Assessed for their functionality, data capture and outputs, the tools included those for: affordability & budget, asset allocation, pension planning, pension tax relief, portfolio modelling, risk profiling and targeting income in retirement.
Overall, the company’s financial planning tools received an impressive 89 “four and five star” ratings in this year’s E-Excellence research by F&TRC, spanning the growing pensions, at retirement, investment and protection sectors. The whole study provided measurement in 150 different areas, in which Distribution Technology offers tools in 105 categories.
Mark Hayes-Newington, Product and Proposition Director at Distribution Technology, says “the planning tools within Dynamic Planner are designed to provide advisers with deep insight into their customers’ planning needs and attitude to risk. It is rewarding to see this independently verified by F&TRC.”
Ian McKenna, Director at F&TRC adds “The FSA’s recent guidance on Assessing Suitability makes it more important than ever for advisers to choose the right tools to assist clients. By providing external impartial measurement, we are aiming to help advisers understand which tools are best suited to their different needs. Distribution Technology has again achieved an impressive score in our benchmarking process.”
