Distribution Technology has added The Adviser Centre’s qualitative investment research to its Dynamic Planner fund search services, covering single sector funds.
The Adviser Centre’s fund research factsheets are now live within the fund search engine of Dynamic Planner and can be downloaded to assist intermediary users to complete their fund selection due diligence and client records.
The firm added that more than 3,000 advisers regularly use Dynamic Planner to profile, plan and manage their wealth clients, with over 1,000 pieces of wealth advice created on a busy day.
Chris Fleming, director of financial analytics at Distribution Technology, said: “The addition of single sector fund research is just another way in which we are looking to enhance our offering to advisers.”
