The two systems, Imago Front Office and Imago Back Office, will now play a key role in the running of Ascentric’s investment administration and platform.
The Dunstan Thomas front office supports all four stages of financial advice from fact find through to completion, as well as submission and review for the purposes of re-balancing portfolios. While its back office provides great flexibility for retirement options such as drawdown with an integrated and automated payroll.
Dunstan Thomas chairman Chris Read says: “As wrap platforms increase their assets under management and move into strong profitability we will see an increase in the deployment of our tools as they look to fill out their service and product portfolios.”
Both solutions will be managed and supported remotely by Dunstan Thomas.