Dynamic Planner and Sirius Swift to Provide End-to-End Adviser Workflow and Financial Planning Environment
London, UK, 21 February 2006 – Distribution Technology Limited, the leading provider of financial and investment planning technology, today announced that it has joined forces with Sirius Financial Systems plc, to integrate Sirius’ back office IFA work manager tool, Swift, with Dynamic Planner, Distribution Technology’s market leading suite of financial planning tools. The strategic partnership will provide the IFA community with a best-of-breed, front-to-back office financial and investment planning application to help maximise productivity and efficiency and support the provision of holistic investment, retirement and protection advice to their client base.
The move will provide life and pension providers, wrap platforms, SIPP providers, banks, building societies, regulated sales forces and other advice-led distributors supporting hundreds or thousands of advisers with the ease and flexibility of automatically transferring client data and financial planning results for clients’ individual portfolios between Dynamic Planner and Sirius Swift. The integrated offering will remove the need to re-key back office data, reducing the risk of transcription errors. Distribution Technology’s clients include Friends Provident, Principality Building Society and National Australia Bank. Sirius Financial Systems clients include St James’s Place, The Royal Bank of Scotland, and Openwork (Zurich).
Ben Goss, Managing Director, Distribution Technology, comments: “This is a strategic partnership that will provide immediate, tangible business benefits to our respective client bases. Financial services enterprises will now be able to automate their back office processes and have access to comprehensive financial and investment planning tools within a single, seamless environment.”
Paul Donohoe, Solutions Director, Sirius Swift, says: “In recent months we have seen an increased demand from our Swift customers to provide financial planning tools to improve efficiency and productivity for their advisers. Partnering with Distribution Technology presents us with an outstanding opportunity to provide our clients with easy-to-use, fast and flexible holistic financial planning capabilities. All Swift users will be able to benefit from using Dynamic Planner, whichever access channel they use - whether via the internet, telephone or face-to-face with their client.”
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