Distribution Technology Limited (DT), the UK’s leading provider of financial advice technology, is to supply Dynamic Planner to Paradigm Partners, the new IFA partnership from Paul Hogarth. .
A copy of DT’s high performance planning and sales application will be provided by Paradigm Partners as part of a starter package offered to each new IFA company joining Paradigm which launches in April 2007. The software which can create comprehensive investment plans in 20 to 30 minutes aims to enhance adviser productivity and maximise the identification of client financial needs across a whole range of financial products.
Developing an independent investment process backed by quality systems is key to the Paradigm value proposition. Their decision to use Dynamic Planner came after extensive independent market evaluation confirmed its position as the market leading risk profiling and asset allocation tool. The programme’s user-friendly graphics, its comprehensive documentation and its ability to match asset allocations to appropriate funds also helped secure DT’s position as preferred software provider for the new initiative.
Ben Goss, CEO of Distribution Technology, said:
The Paradigm Partnership model represents the future of the IFA industry where advisers are supported by best-of-breed technology freeing them up to concentrate on their client work. It’s a real accolade for Distribution Technology to be selected as preferred software supplier for this landmark initiative.
Paul Hogarth, Chief Executive of Paradigm Partners, added:
Paradigm places great importance on the quality and independence of the investment advice and asset allocation analysis at the heart of the service we offer our network. So we’re delighted to have Distribution Technology as a technology partner going forward. Dynamic Planner will help partners to maximise the identification of client financial needs across all areas of their investment business.
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