Tatton Investment Management (TIM) has teamed up with Distribution Technology (DT) to launch online tools for advisers and their clients.
TIM is the new investment management business from the Paradigm Group.
The partnership gives advisers using Tatton's funds and supporting services free access to the developer's Dynamic Planner software.
Using the software, advisers can conduct a full range of wealth planning and servicing activities from within a single application.
They will also have access to risk profiling, asset allocation, financial planning tools and the investment options under the Tatton proposition.
This will include a new range of risk profiled model portfolios from Tatton and a range of Tatton-Oak funds, to be run by Henderson.
Dynamic Planner will also make DT's new My Planning proposition - a suite of apps designed to improve engagement between advisers and clients - available to clients.
Paradigm Group chief investment officer Lothar Mentel said: "In the current environment, as we approach the Retail Distribution Review, it has never been more important for advisers to have access to a robust and well-documented process to manage suitability of their investment recommendations for their clients.
"This market-leading functionality from Distribution Technology helps make the advice process even more robust, while also helping to fulfil the ever-increasing documentation requirements from the regulator."
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