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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 financial 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.

DT’s Planning and Sales Platform is tried and tested, scalable and supports over 18,000 advisers and over 25 institutions.

Benefits of DT’s Planning and Sales Platform include:

• Bespoke and off-the-shelf solutions provide flexibility between speed to market and uniqueness of proposition
• Thousands of components mean unique applications can be developed quickly
• Single code base lowers total cost of ownership
• Modern and best-in-breed architecture ensures scalability
• Combination of SOA and componentisation means applications can be developed by you, by us or by our partners
• Our installed solutions work both online and offline
• We offer both SaaS and installed hosting
• Easily integrated through mature web services or API

Processes are supported throughout the customer lifecycle; from lead generation through to the ongoing management of the client.

Please contact us or your account manager to discuss this service