Solutions - Overview

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

If you use a risk profiling tool which aligns your clients to a risk category between 1 and 10 – the chances are, you are using our technology.

The challenges you face are as dynamic as the markets in which you operate. We can help by automating personal finance calculations, client needs analysis, client scoring and product and action recommendations. This results in faster planning and sales processes, enhanced cross selling and up-selling.

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

We support mass market, mass affluent or high net worth propositions.

Our clients include some the UK’s leading insurers, platforms and adviser service providers – where we help them to grow and enrich their relationships with advisers, through the planning and servicing support they offer. We also support large advisory firms direct.

We provide a range of dynamic wealth management, and financial planning and sales applications which:

• Dramatically increase sales effectiveness
• Signifcantly enhance the quality and compliance of advice provided
• Help you build strong relationships with advisers and customers across multiple channels.

Unlike traditional solutions that require significant investment in lengthy custom developments, our range of highly configurable turnkey applications enable institutions to get up and running, realising benefits fast.

Our Planning and Sales Platform can be deployed on demand or on premises and is built to integrate into your core CRM, workflow and transaction/ product administration technologies. We work closely with a number of partners to ensure rapid, successful deployments.