Your Industry  

PTFS links with DT to provide online service

PTFS links with DT to provide online service

Personal Touch Financial Services has unveiled a new partnership with Distribution Technology that will see members get the firm’s specialist planner service.

Members will have access to DT’s Dynamic Planner wealth management service. Features of the service include a risk-profiling system, e-valuations and cash-flow planning.

Distribution Technology also provides a Dynamic Planner risk profiler app, which Personal Touch advisers will be able to use.

Article continues after advert

Speaking at PTFS’s annual wealth conference, Simon Hewitt, Personal Wealth’s wealth propositions manager, said: “We have spent more than 10 years developing our Toolbox online technology.

“The end result is a fully streamlined solution that will give our advisers the maximum timesaving benefits required to release more time for client-facing advice.”

Ben Goss, chief executive of Distribution Technology, added: “The use of digital technology to help wealth advisers deliver high quality risk profiling and financial planning is critical both to ensuring suitability and reducing the costs to serve clients.

“Dynamic Planner’s selection by Personal Touch is a major endorsement and will enable their advisers to benefit from both of these things while giving additional support to clients.”