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UK Risk-Profiling Software House Pushes Out Client App, Issues White Paper
Tom Burroughes
23 July 2012
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.