Tech Review: Distribution Technology

In our series of articles we have covered many of the leading practice management systems. Typically, these systems have come from the background of automating the back-office functions of distribution firms, which adds real benefit to a distributor’s everyday business life and can deliver meaningful cost benefits. In the run-up to the RDR, we are seeing a focus returning to the automation of front-office processes. There seems to be a growing recognition of the need for consistent, repeatable and auditable sales processes, particularly for mid- to large-sized firms. The traditional b...