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Software firms link up to offer planning tool

Software company Distribution Technology has signed a deal with Quay Software to supply up to 3,000 intermediaries with its latest financial planning tool.

Distribution&#39s financial planning tool Dynamic Planner, developed with Bloomsbury Financial Planning director Campbell Edgar, will be offered to Quay&#39s clients from the start of March.

The tool incorporates financial planning and investment advice and also helps advisers with asset allocation, stochastic forecasting and lifetime cashflow analysis.

Distribution Technology was set up in May 2003 by former MPower director Ben Goss with Patrick Fitzgerald and Adrian Hall.

Quay says the new service will especially benefit IFAs operating in the group market with web-based financial planning services based on employee information already held in its back office.

Distribution says the tool can reduce the time spent by IFAs on producing clients&#39 financial plans from 20 hours down to 20 minutes.

Distribution managing director Ben Goss says the technology is being targeted specifically at advisers looking to move from product selling to financial planning.

He says: “Advisers tell us that they want great financial planning tools but that they also want to hold all their client data in one place without having to rekey information. The integration with client care desktop will allow them to do exactly this, freeing them up to advise more clients and grow their business.”

Quay Software marketing director Roland Rawicz-Sczczerbo says: “Our objective is to work with best-of-breed partners to deliver unbeatable software solutions for the int-ermediary market. Dynamic Planner is a powerful and unique tool and one that will add enormous value.”


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