21 January 2005: American Express Financial Services Europe Limited has appointed Distribution Technology with a view to providing a market leading investment planning application - Dynamic Planner® - to independent financial advisers using its wrap platform.
Used by the Financial Services Authority1 as part of their research under the basic advice regime proposals, Dynamic Planner® offers IFAs:
“Following extensive market research, we are convinced that these new user-friendly investment and financial planning tools available on our wrap platform are second to none in the market place. Advisers using Dynamic Planner® will be able to deliver flexible, high quality professional investment plans much faster and at much lower cost than traditional systems. It’s all about helping them build longer term, more profitable client relationships,” said Jamsheed Poncha, head of Adviser Services, American Express Financial Services Europe.
1 The recommendations from Dynamic Planner represent a benchmark for ‘perfect advice’” – FSA CP04/11 Annex A, paragraph 36
“We are delighted to have been selected by American Express Financial Services Europe to provide an investment and financial planning solution as part of its wrap platform. Our selection once again demonstrates that Dynamic Planner® is the leading technology of its kind for enterprise distributors looking to provide advisers with the tools they need to deliver high quality investment advice consistently and efficiently,” said Ben Goss, managing director of Distribution Technology.
For more information, financial advisers should call 0845 355 5563.
T: +44 (0) 118 903 5850
F: +44 (0) 118 950 3765
E:
