Distribution Technology, the UK’s leading provider of financial planning and sales technology today announced it will provide AEGON – a market leading Life and Pension provider – with a new Investment Risk Profiler for individual and group pensions.
Investment risk profiling has become a fundamental tool for advisers to use when setting investment strategies for their clients. It helps to analyse a client’s real attitude to risk by selecting the most suitable investment mix to address risk tolerance.
Distribution Technology’s planning and sales platform includes psychometric analysis of the client’s attitude to risk, portfolio modelling, asset allocation and fund selection. The technology provides comprehensive support for advisers undertaking investment planning, pre-retirement planning, and post retirement planning.
Distribution Technology’s applications are currently used by over 18,000 advisers in the UK and have since become a cornerstone of advice delivered from many of the top adviser firms.
David Campbell, Head of Business Technology at AEGON said:
“We firmly believe this to be an ideal flexible planning tool for advisers looking for peace of mind in an environment of uncertainty”
Ben Goss, CEO of Distribution Technology, added: “We are delighted to be strategically supporting AEGON as one of the world’s largest insurers. Our enterprise Planning and Sales Platform will provide AEGON with solutions that are both customised to their market leading propositions across individual and group channels while utilising tried and tested technology.”
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