Distribution Technology launches service to help larger IFAs

Dynamic Point of Sale (DPoS), which claims to be the industry's first end-to-end SaaS financial planning, sales and service application, launches in December. It aims to help IFAs with more than 50 advisers implement some of the changes required by the RDR. The application allows consolidation of multiple assets onto platforms and integrates end-to-end client management, fact finding, financial planning, advice formulation and client review on a single application. The product of a £4m investment programme, Distribution Technology says DPoS "radically reduces the cost to sell and to s...