Asset Managers

Advisers are increasingly using risk profiling when engaging with their clients and portfolio planning tools to assist them in building […]

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Our priority is always to meet the needs of our clients. DT is therefore important to us, helping combine advisers’ […]

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In the post-RDR environment risk-profiling of funds takes on even greater importance. It is essential that advisers can make recommendations […]

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Understanding an individual client’s attitude to risk and loss is a key part of the advice process. Using tools such […]

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We are pleased to work with DT on an ongoing basis.  Their quarterly assessment of risk gives investors and advisers […]

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We conducted extensive research with key adviser firms which concluded a preference for outsourced investment solutions via a cost-efficient, risk-rated […]

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Since the implementation of RDR, there has been strong demand from intermediaries for products that enable them to outsource asset […]

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In an increasingly crowded market place it has become essential for Professional Financial Advisors to identify those businesses which truly […]

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We have worked with DT since they launched and have seen their advisor base continue to grow year on year. […]

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Distribution Technology’s fund risk rating service of ‘core investment solutions’ provides advisers with a robust and consistent methodology to help […]

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