Resources - Whitepapers

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Did asset allocation modelling survive the storm? (PDF)

Asset modelling has not only survived ‘the storm’ but emerged as a powerful tool for advisers to describe the level of investment risks and potential returns faced by their clients. This report shows how DT’s model has successfully performed against a backdrop of the extreme market conditions of the last 18-24 months. The forward is by AKG, the independent actuarial consultants.

Increasing adviser productivity and compliance - adviser study 2008 (PDF)

This adviser survey assesses the value added by Dynamic Planner. The survey covers:

  • The extent of the business added from the use of Dynamic Planner
  • The relative importance of Dynamic Planner features
  • The types of business (ie replacement business) supported by Dynamic Planner

Assisted Purchase (PDF)

Assisted Purchase Whitepaper

The Future of Distribution (PDF)

The Future of Distribution whitepaper