1st October 2007
Distribution Technology, the UK’s leading provider of financial advice software, today announced commercial agreements with three of the largest UK intermediary financial service companies: threesixty, LighthouseGroup and Paradigm, to supply Dynamic Planner on specially agreed terms to their associated advisers.
To support this agreement, Distribution Technology has launched the Adviser Resource Centre at www.dynamicplanner.com, a website where the IFA community can order Dynamic Planner and receive support and training. The products are also available to the wider advisory market.
Dynamic Planner is the well established sales and advisory tool, a highly graphical and intuitive web-based application with tried and tested stochastic modelling and comprehensive portfolio construction and fund selection. Current users of Dynamic Planner have seen time savings of 50% for the advised sales process based on Distribution Technology’s ‘benchmarking’ research from November 2006, and has since become a cornerstone of advice delivered from many of the top adviser firms.
Ben Goss, CEO of Distribution Technology, commented:
These agreements and the launch of the website reinforces the fact that Dynamic Planner was built specifically for, and with, advisers to provide sophisticated financial planning capability and maximise productivity right across the advice process.
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