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Aegon uses DT in profiling strategy

Aegon and software provider Distribution Technology have linked up to launch a new investment risk profiler for the provider’s individual and group pensions.

The planning and sales platform provides psychometric analysis of the client’s attitude to risk, portfolio modelling, asset allocation and fund selection.

It has been designed to help support advisers undertaking investment, pre-retirement and post retirement planning.

Distribution Technology says sales risk profiling helps to analyse a client’s attitude to risk by selecting the most suitable investment mix to address risk tolerance. It says it has become a fundamental tool for advisers to use in setting investment strategies.

Aegon head of business technology David Campbell says: “We firmly believe this to be an ideal flexible planning tool for advisers looking for peace of mind in an environment of uncertainty”

Distribution Technology chief executive Ben Goss says: “We are delighted to be strategically supporting Aegon which is one of the world’s biggest insurers.

“Our enterprise planning and sales platform will provide Aegon with solutions that are customised to their market-leading propositions across individual and group channels while using tried and tested technology.”

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