Distribution Technology's Dynamic Planner tool has been adopted by American Express for rollout to all users of its wrap platform.
The financial services multinational cites ease of use and speed in producing investment plans for clients as reasons for clinching the deal. ”It’s all about helping [IFAs] build longer-temr, more profitable client relationships,” Amex cites Jamsheed Poncha, head of adviser services American Express Financial Serivces Europe. DP as a tool enables research into risk profiling, asset allocation, stochastic modelling, income analysis, portfolio construction and fund selection, with results outputted in the form of client-specific investment reports. Putting these different facilitie...
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