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Solutions.
We work with clients to design, deliver and support tailored solutions based on their requirements and existing infrastructures. Our solutions power profitable financial planning and sales by:

• Enhancing adviser productivity and cross-sales
• Ensuring greater quality, consistency and compliance of advice
• Enabling the delivery of advice, planning and sales via multiple channels
• Helping clients build stronger relationships with their advisers and customers

We provide a benchmarking service to help clients understand how their processes compare to others in the industry.

Platform.
We work with clients to build custom solutions based on our Planning and Sales Platform, one of the most comprehensive of its kind in Europe. At the heart of the platform our unique wealth management ecosystem powers profitable financial planning and sales by generating real-time needs analysis and analytics throughout the sales and customer management process. Combining sales effectiveness with best in class financial planning within a single platform has significant benefits.

Products.
We offer a range of highly configurable, industry leading applications which enable clients to reduce their time to market and their ongoing cost of change. Our products cover all major financial need areas for regulated products and are known for their elegance and ease of use.

Hosting.
DT’s Planning and Sales Platform can be provided on a Software as a Service basis or hosted by clients. The Platform’s architecture enables rapid integration with enterprise CRM, workflow and administration systems.

People and partners.
Our people are experts in the field and we have in-house teams that can support the entire product lifecycle, from design, development and delivery through to training and support. We work closely with partners to deliver larger programmes.