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Distribution Technology links with Cofunds for mass market restricted offering

Distribution Technology has linked with Cofunds and eleven fund managers to launch an online restricted investment panel aimed at helping to serve mass market clients.

Clients complete DT’s risk profiles questionnaires through the Dynamic Planner Managed Service which advisers can then match to a range 40 risk-rated funds from 11 fund managers.

Advisers can white-label the service while clients can also research the range of funds available. The investment will be carried out through the Cofunds platform.

The eleven fund managers available through the service are Aberdeen, Architas, Allianz, F&C, Invesco Perpetual, Investec, JP Morgan, L&G, M&G, Rathbones and Threadneedle.

Distribution Technology says the app has been launched to service mass-affluent clients with an execution-only capability to be added by the end of 2013.

The service will cost advisers £40.60 per year per client or £3.40 per month per client. White-labelling DPMS will cost £250.

DT chief executive Ben Goss says: “Advisers are under enormous pressure to deliver an ongoing service to their clients, while operating a profitable model. The new service offers a solution to advisers and is backed by some of the largest fund managers in the country alongside the Cofunds platform.”


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