Reading, UK-based firm Distribution Technology, which supplies risk-profiling software to wealth managers and advisors, has recently rolled out its My Planning App, among other products.

The company, which says it is the UK’s largest provider of risk-profiling services, serving firms such as Cofunds, Standard Life and AXA Wealth, has also recently issued a white paper, entitled Digital Wealth Planning Arrives. The report looks at challenges facing advisors in profitably serving mass-affluent clients in the current market environment.

The My Planning service enables advisors to monitor funds, products and portfolios against the advice given and in return, charge an on-going advice fee.