Distribution Technology’s partner network brings important additional capabilities and services that are critical to delivering complete, tailored solutions to our clients. Distribution Technology partners have a proven history of value-added service and implementation in financial services.
Atos Consulting will provide change management and training services to support implementations of Distribution Technology solutions for large scale insurance and bancassurance salesforces.
Client Care Desktop (CCD) from Quay Software integrates with Dynamic Planner so that Fact Find data from CCD feeds into the advisory planning process within Dynamic Planner, from needs analysis to recommendation and reporting.
Intelligent Office from Intelliflo integrates with Dynamic Planner. The Fact Find data feeds into DP, which then outputs the reports back to the document storage facility within Intelligent Office.
Lipper is a global leader in supplying mutual fund information. It feeds fund asset allocation data, fund performance data, and historical and current price data into the Financial Ecosystem from Distribution Technology. The Financial Ecosystem allows for real time analysis across investments, retirement, protection, mortgage and budget.
“Distribution Technology has a well deserved reputation as market leader in advice and sales technology, used by over 25 major financial institutions. We look forward to working together to support deployments of Distribution Technology’s software across multiple channels in the UK.”
- Peter Richardson, Head of Financial Services, Atos Consulting.
