Our platform is one of the most comprehensive of its kind; combining best-in-class investment and financial planning with comprehensive support for enterprise planning, sales and support process.
Because our single, multi-tenant code base is heavily componentised we can offer off-the-shelf solutions or tailor applications and functionality to meet client’s specific needs and requirements.
Built using Microsoft .Net the Platform is scalable and secure to support enterprises across multiple channels and countries.
Key benefits include:
DT’s Platform incorporates one of the most powerful and comprehensive integrated set of financial planning models available internationally. Find out how we can help banks and building societies and providers and platforms.
Incorporating hundreds of personal financial calculations, models and rules; all major financial planning need areas are covered including:
At the heart of the Platform, we have developed our proprietary Financial Ecosystem™. The Ecosystem™ automates personal finance calculations, client needs analysis, client scoring and product and action recommendations resulting in faster planning and sales processes, enhanced cross selling and up-selling.
Each financial need can be analysed in isolation or in combination with any or all other needs. You can score a customer’s needs holistically and provide a summary and prioritisation for use during the sales process to drive recommendations. Taxation and social security rules are factored in along with best practice financial planning rules.
The Financial Ecosystem ™ can analyse potential future financial scenarios using either stochastic or deterministic models. Our stochastic asset model has been developed specifically for use in the retail market and is able to deal with multiple goal-planning and future cashflows with ease. The model offers global investment strategies, with a wide range of asset classes (including hedge funds, commodity funds and global property funds) and foreign exchange risk and domestic investor biases. All data capture, forecasts and goal planning use multiple currencies. Exchange rates are updated by external data feeds.
Inputs and outputs can be provided (and consumed) by us or third parties, enabling client applications to utilise the wealth of functions available.
Processing can be undertaken in real time driving a planning or sales process or in batch enabling centralised production of reports or needs-based marketing.
Please contact us, to find out how we can enrich your customer relationships.