Distribution Technology provides a range of products which can be implemented, configured and integrated to provide market leading Financial Planning technology solutions.
Needs addressed:
- Migrate from ‘sell and forget’ to a sustainable business model, based around longer term planning for customers
- Attract advisers to, and engage more effectively with them on, your wrap, fund or bond platform
- Scale your financial planning practise
- Build customer relationships and sales by introducing financial planning into your advice business
- Help advisers demonstrate how your products can add value to their customers’ financial situations and needs
- Enhance the quality and consisitency of advice provided by your business
- Improve your compliance, risk management and control
Functionality covered:
- Easy-to-use, dynamic, real time planning and needs analysis
- High quality, professional and graphical reports – from a one page summary to a detailed 50 page plan
- Client scoring and need prioritisation
- Holistic or focused planning
- Cashflow planning
- Investments
- Risk profiling and asset allocation
- Stochastic or deterministic forecasting
- Goal planning
- Retirement planning
- Protection planning
- Property and mortgage planning
- Estate planning
- Tax planning
