Distribution Technology is a provider of financial planning and front office wealth management technology. Founded in 2003, the organisation now serves more than 500 advisory firms from nationals, networks and service providers to local and regional advisers and bank owned wealth managers.
Distribution Technology works with more than 70 asset management firms to risk profile over 800 of their funds and portfolios, representing more than £60bn in invested assets and helping advisers assess their suitability.
Its Dynamic Planner® product is integrated into more than 20 investment platforms, enabling advisers to gain both aggregated valuations as well as straight through transactions. Over 6,000 advisers regularly use DT’s Dynamic Planner to profile, plan and manage their wealth clients.
In 2015, Distribution Technology also launched its Dynamic Planner Risk Profiler app, which is available at no additional cost to Dynamic Planner licence holders.