Back in 2003 the problem we set out to solve was simple: providing advised sales is too often painful, rather than profitable. The process takes too long, is fraught with regulatory complexity and as a result is expensive to deliver. It also varies enormously in quality.
The vision was to develop enterprise software which made the process radically more productive and ensured that the outputs were of a consistently high quality, customer friendly and compliant. The use of technology in this way would also enable financial firms to provide access to advice online 24/7 should they so wish. This platform would enable our clients to grow their distribution profitably.
Five years later through the trust and confidence of our clients and the dedication of our team we have grown DT from start-up to the UK’s leading provider of financial planning and sales technology. More than twenty five of the UK’s largest banks, life and pension companies, wealth managers, platforms and building societies have chosen our solutions to increase the productivity and compliance of their advised distribution. Over 22,000 advisers and an increasing number of customers now benefit from using our planning and sales platform. The UK’s Financial Services Authority has also used our technology to set benchmarks for advice.
Distribution Technology was founded in 2003 and has grown rapidly ever since. In both 2007 and 2008 the company appeared in the Sunday Times Microsoft TechTrack 100 as one of the fastest growing private technology company in the UK. The company is privately owned principally by its founders and directors.
The company is headquartered in Reading, UK, with sales offices in the City of London.
