Distribution Technology, the UK’s leading provider of financial advice software, announced that it has supplied Canada Life with an enterprise licence of their Investment Planner application.
In launching Investment Planner, Canada Life, one of the largest financial service providers of investments and pensions in the UK, has made its investment product portfolio available to their entire network of associated IFAs who in turn will be able to use the tool when advising their clients. .
Investment Planner is a key component of DT’s .planning and sales platform which also underpins market leading planning and sales solution, Dynamic Planner. The solution includes risk profiling, which allows for psychometric analysis of the client’s attitude to risk. The adviser can also discuss current and future investment strategies, as well as recommend Canada Life products and select suitable funds that directly relate to the client’s risk profile.
Joanne Evans, Marketing Director at Canada Life Ltd said ‘Investment Planner is a significant addition to our investment process and helps to enhance the efficiency we offer to IFAs and the value they give to their clients.’ ‘We are pleased to work with Distribution Technology and offer this support to our IFAs through the Canada Life websites.’
‘The risk profiling questionnaire allows for clearer and more focused advice for the client with a comprehensive report available to support the recommendations made.’
Ben Goss, CEO of Distribution Technology Limited, added ‘We are delighted to work with Canada Life on upgrading its web support for IFAs. The new Investment Planner solution is easy-to-use for intermediaries, and ensures that the advice process is profitable for advisers, and that customers are receiving relevant advice and treatment.’
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