Products - Overview

Over 30,000 financial advisers in the UK today, use products provided by Distribution Technology.

All of our applications and modules are developed on the Dynamic Planning & Sales Platform® and cover the major financial advice and planning processes:

  • Customer management
  • Factfinding & needs analysis
  • Financial planning
  • Formulating advice
  • Reporting & transacting
  • Customer reviews

Our financial planning areas cover all the key sectors, such as: investment, retirement, protection, cashflow, property, mortgages & general insurance as well as estate planning.

Please contact us if you would like to know more.

Our clients say

“We are delighted to have been able to combine the market expertise of Scottish Widows with the technology expertise of Distribution Technology to provide such innovative support for advisers”

- Ian Naismith, Head of Pensions Development, Scottish Widows

Resources

Products & Solutions