Solutions.
Planning and sales solutions.
Unlike other solutions DT’s Planning and Sales Platform combines sales effectiveness with best in class
financial planning. The power of the platform’s analysis can be delivered throughout the sales and customer
management process ensuring that these are as powerful, productive and compelling as possible.
Our solutions cover the following:
| Solution | Product |
|---|---|
| Point of sale | Dynamic Point of Sale Planning and Sales Platform |
| Financial planning | Budget Planner Dynamic Planner Dynamic Risk Profiler Investment Planner Retirement Planner Protection Planner Mortgage Planner Estate Planner |
| Wealth management | Planning and Sales Platform |
| Planning and sales solutions for wrap, fund and insurer platforms | Planning and Sales Platform Investment Planner Retirement Planner |
| Consumer planning and sales | Worksite Financial Health Check Planning and Sales Platform |
| Multi-channel planning and sales | Planning and Sales Platform |
| Client analytics | Planning and Sales Platform Wealth management ecosystem |