Unlike traditional solutions which require significant investment in lengthy custom developments, Distribution Technology provides a range of highly configurable turnkey applications which dynamically incorporate best practice financial planning models through our proprietary Financial Ecosystem. Using our Planning and Sales Platform these can be rapidly integrated with your existing systems to get you up and running and realising benefits fast.
Financial Planning & Sales Applications. Dynamic, easy to use, turnkey applications that help your advisers sell more and your customers buy more.
Planning and Sales Platform
Dynamic enterprise platform for delivering applications, integrating into your infrastructure and lowering your total cost of change.
Financial Ecosystem
Dynamic financial planning models that improve the quality, consistency and compliance of sales.
Dynamic Point of Sale
Provides proven financial planning capability with full support for client management, from opportunity through advice and sale, all at the point-of-sale.
Dynamic Planner
Combines sales effectiveness and best-in-class financial planning and analysis to provide demonstrable client value throughout the advisory process.
Dynamic Risk Profiler
Understand the client’s attitude to financial risk through psychometric risk profiling and add value to making suitable investment strategy recommendations.
Investment Planner
Enables advisers to create professional investment strategies and select the appropriate products and funds, in a single application, more efficiently and productively.
Retirement Planner
Advisers can analyse client’s pension arrangements, goals and attitude to risk, and recommend appropriate strategies to ensure retirement goals are met.
Financial Health Check
Multi-channel financial analysis tool that allows institutions to offer their customers a way to check the health of their finances.
