Distribution Technology’s Planning and Sales Platform is one of the most comprehensive of its kind internationally. The platform combines best-in-class investment and financial planning with comprehensive support for the regulated sales process.
The Planning and Sales Platform is tried and tested, scalable and supports over 20,000 advisers from over 25 institutions. Its single, multi-tenant code base is heavily componentised enabling individual client applications to be tailored from thousands of tasks, functions and services.
Key benefits include:
- Bespoke and off-the-shelf solutions provide flexibility between speed to market and uniqueness of proposition
- Thousands of components mean unique applications can be developed quickly
- Ability to construct new processes or incorporate new products on the fly
- Single code base lowers total cost of ownership
- Modern, best-in-breed architecture ensures scalability
- Combination of SOA and componentisation means applications can be developed by you, by us or by our partners
- ‘On demand’ or ‘on premises’ deployment options
- Secure, scalable SaaS
- Easily integrated through mature web services or API
- Mobile salesforces supported through online-offline synchronisation
- International deployment support through multi-currency and multi-language capabilities
Key features include:
- Secure, scalable platform
- Unlimited depth organisational hierarchy management
- Configuration framework enabling administrators to organise and specify rules, rates, assumptions, models and values
- Out of the box integrations with a range of third party systems
- Single sign on support
- Configurable roles and authorisations
- Documented interfaces for third party developers
- Financial Ecosystem
- Charting engine
- Batch processing
- Product libraries and fund data mart
- Document generation with pluggable output adapters
- Document storage
- Configurable processes, tasks, screens and text
- Pluggable fund data feed providers
- Customisable visual presentation
- Management information and reporting subsystem
- Online-offline synchronisation for mobile salesforces
- Multi-currency and multi-language support
