Distribution Technology provides a range of products which can be implemented, configured and integrated to provide marketing leading Wealth Management technology solutions.
Needs addressed:
- Enhance your proposition by helping advisers develop strong wealth creation and wealth protection strategies
- Scale your wealth management business
- Develop ongoing client relationships against financial or wealth plans
- Make the most of your relationship advisers, enabling technology to remove manual, administrative work from the front office
- Raise the consistency of advice provided through a high quality asset allocation approach
- Extend your retirement planning proposition with powerful pre/at/post-retirement planning
- Help your advisers incoporate structured investment products into client portfolios – safely and effectively
Functionality covered:
- Current portfolio analysis – collectives, individual securities, property, alternative asset classes
- Individual and multiple goal setting
- Behavioural and psychomteric risk profiling
- Value at risk analysis
- Asset allocation
- Lifestyling
- Drawdown
- Structured products
- Stochastic and deterministic forecasting
- Fund analysis and selection
- Portfolio x-ray and efficiency
- Portfolio construction
- Portfolio re-balancing
- Portfolio tracking
- Estate planning strategies
- Professional, high quality letters, reports and plans
- Online client portal
