Dynamic Planner, the high performance planning and sales application from Distribution Technology Limited (DT) is to power front office services for ARjENT IFA, the newly launched advice offering service from stockbroker and hedge fund experts ARjENT. The company expects to make the solution available to up to 50 advisers by the end of the year.
The software which delivers powerful financial modelling to create comprehensive investment plans based on client data is to play a crucial role in delivering truly bespoke advice to ARjENT’s high net worth client base. All advisers joining ARjENT IFA will be fully trained in using the application as part of their induction programme, and will receive regular on the job updates once they’ve settled in.
Andrew Oliver, Head of IFA Services for ARjENT IFA said:
Our mission is to meet the market need for tailored advice solutions across all investment options and with Dynamic Planner on board, we can do just that. The software fundamentally enhances the way advice is given from a simple “sell and tell” to a more consultative process which benefits everyone. Advisers can add more value to the advice process and clients reap the rewards.
ARjENT IFA places IT enablement at the core of its business model. The team undertook extensive independent market evaluation before selecting Distribution Technology’s solution for its best in breed risk profiling and asset allocation capabilities. The programme’s user-friendly interface and its comprehensive documentation also impressed the ARjENT IFA team.
Ben Goss, CEO of Distribution Technology said:
Dynamic Planner was built specifically for, and with, advisers to help them with the time intensive process of asset allocation – allowing high quality, professional investment plans to be created far more quickly and easily than ever before. We are very excited to have been selected by ARjENT for its new IFA offering and look forward to helping its advisers and their clients to plan and manage their investments even more effectively.
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