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Distribution Technology and City Financial announce new fund research initiative

Distribution Technology, the leading provider of risk profiling and wealth management technology for financial advice firms, and City Financial, the rapidly expanding independent fund manager, announce that they are building a new investment research service for intermediaries. Embedded within DT’s Dynamic Planner, this new service will offer qualitative investment research, which also drives The Adviser Centre (soon to be launched by City Financial). Future plans will include the creation of risk-profiled portfolios by City Financial using Distribution Technology’s asset allocation guidance.

Dynamic Planner is the market leader in providing client management and risk modeling to the adviser community. City Financial’s experienced multi asset team delivers a unique proposition of impartial investment research and risk-profiled portfolios to advisers.

Commenting, Rob McDonnell, Sales & Marketing Director at Distribution Technology said: “This ‘best of breed’ research initiative is a significant development in delivering a market leading end-to-end client management proposition, whether by access to single sector fund research, model portfolio construction or multi asset risk-profiled solutions.”

Dynamic Planner is integrated into a growing number of investment platforms, enabling advisers to gain straight through new business processing and valuations, dramatically reducing the cost and risk of servicing their clients. Incorporating qualitative investment research supports the adviser in the investment decision making, monitoring and governance process.”

Peter Toogood, Investment Director at City Financial added: “Taking our investment research, which supports our multi asset activities, and delivering it within Distribution Technology’s market leading Dynamic Planner is a very exciting proposition. Advisers have been telling us they are looking for a complete solution that fits in with their requirements to service their clients’ needs and we believe this development meets that need.”