Dynamic Planner is Rolled-Out to Thinc Destini’s Growing Adviser Force
Reading, UK, 11 May 2006 – Distribution Technology Limited (DT), the UK’s leading provider of advice technology, today announced that Thinc Destini, a top 10 financial services distributor, has signed a four year deal to provide Distribution Technology’s Dynamic Planner to its advisers.
Thinc Destini advisers will use Dynamic Planner to support their provision of holistic financial and investment advice enabling them to significantly reduce the amount of time taken to prepare financial plans as well as helping advisers identify additional client needs. Thinc Destini are using Dynamic Planner in both their multi-tied and independent businesses enabling them to ensure a consistent approach to asset allocation and financial planning across both channels. The implementation of Dynamic Planner has been integrated with Quay Software’s Client Care Desktop software to ensure a seamless flow of information between front and back-office.
Simon Chamberlain, Chief Executive at Thinc Destini said:
We are committed to investing in solutions that help us meet our customers’ needs and enable our group to grow and improve its operational efficiency. Access to Dynamic Planner will be a significant factor in helping us meet the increasing demands that will accompany our latest phase of growth. Many advisers across the UK have played at being fund managers at the expense of their clients. At Thinc Destini these issues have been addressed centrally which is why we have engaged the Dynamic Planner approach.
Ben Goss, CEO, comments:
Thinc Destini are growing their business in exciting and innovative ways. We’re proud to be helping them achieve their goals and define new levels of service in the industry.
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