Berkshire-based Distribution Technology has signed a deal to work with a provider to build an independently researched and approved panel of funds for the first time.
The exclusive panel will be available for Bankhall client firms and their customers to use as part of an end-to-end investment advice process.
The new service will aim to provide accurate and robust risk profiling, research and engaging risk-based financial planning for advisers and their clients.
It will be rolled out to firms later this year.
Ben Goss, chief executive of Distribution Technology, said: “It is a great endorsement to have been selected by Bankhall as its long-term research, risk profiling and investment process partner.
“Its members will be able to access risk profiling and financial planning tools through Dynamic Planner, which will help improve efficiencies and ensure suitability.”
Adviser view
Bankhall managing director Stephen Gazard said: “There is increasing pressure on firms to operate and evidence a robust investment advice process within a strong systems and controls framework.
“We are seeking to make life easier for advisers by working closely with Distribution Technology to construct a smooth investment advice process and an exclusive independent panel of funds for firms to use with their customers.”
