Personal Touch Financial Services has announced the selection of Distribution Technology (DT) as the network’s technology partner for its wealth, investment and retirement planning advisers.
From early 2016 DT’s Dynamic Planner will be integrated with the network’s Toolbox technology to provide cashflow planning, e-valuations and risk-profiling as part of a wealth management technology solution.
The announcement follows similar integrations with MortgageSource and iPipeline’s SolutionBuilderprotection technology.
Simon Hewitt, wealth propositions manager, said: “We have spent over 10 years developing our Toolbox online technology to give advisers the very best in CRM, compliance and data management solutions. With the completion of our other technology partner integrations the end result is a fully streamlined solution that will give our advisers the maximum time saving benefits needed to release more time for client-facing advice.
“Selecting the best of breed partners for each aspect of our proposition has involved a long and detailed review process but the end result is that we believe our technology is now truly market leading.
“For our wealth technology provider we evaluated each step of the advice process from fact finding through to risk profiling, fund selection, cash flow analysis and ongoing servicing and it became clear that Dynamic Planner was the perfect solution to fit our advisers’ needs.”
Ben Goss, CEO, distribution technology, added: “The use of digital technology to help wealth advisers deliver high quality risk profiling and financial planning is critical both to ensuring suitability and reducing the costs to serve clients. Dynamic Planner’s selection by Personal Touch is a major endorsement and will enable their advisers to benefit from both of these things while giving additional support to clients.”
