Extra 1,000 SimplyBiz IFAs sign up to Distribution Tech

Scott Sinclair

IFA support services provider SimplyBiz has extended a licence agreement with front-office tech supplier Distribution Technology (DT).

The move means another 1,000 IFAs will have access to DT's Dynamic Planner solution, which is designed to help advisers meet compliance requirements. Dynamic Planner was selected as the investment and retirement planning solution for the SimplyBiz ‘Compliant Investment Process', which launched in March last year. Neil Stevens, joint managing director at SimplyBiz, says: "Our members are attracting and retaining more business, improving compliance standards and saving time using the ‘Compliant Investment Process'. "We have been very pleased with the take-up of ‘Dynamic Planner', as ...

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