Distribution Technology, the UK's leading provider of financial planning and sales software, is supplying F&C with the ability to support advisers in managing client investment portfolios online with the selection of Distribution Technology's Investment Planner and Investment Planner Express products.
Investment Planner and Investment Planner Express will be available to independent financial advisers through the F&C extranet. The tools will allow IFAs to manage their clients more profitably and compliantly and to provide either full holistic investment advice or address a single investment need.
Investment Planner is a key component of Distribution Technology's Planning and Sales platform which also underpins the market leading Dynamic Planner. The solution includes risk profiling, which allows for psychometric analysis of the client's attitude to risk. The adviser can also discuss current and future investment strategies, as well as recommend F&C funds that directly relate to the client's risk profile.
John Yule, Managing Director at F&C, said "In a post-RDR world, it will be vital for an adviser to have a robust, compliant process, as well as being able to effectively segment their client base. In using Investment Planner further underlines the relationship that F&C have with Distribution Technology, and ensure that it progresses to the benefit of both parties."
Ben Goss, CEO of Distribution Technology, added: "It is clear that F&C are one of the most dynamic fund managers in the industry, ensuring that advisers are provided with the tools to ensure a productive and compliant adviser process."