In an increasingly complex market, financial advisers need software to help them improve the quality of their client service.
DST Global Solutions' powerful financial planning suite provides the necessary information and functionality to support the adviser/client relationship, whilst ensuring the adviser gains better control over their business.
Pension providers, IFA networks, third party administrators and actuarial firms need powerful software to help them administer their clients' portfolios.
In return for their fee payment, clients expect up to the minute advice about their investment choices. Advisers need powerful tools to help them make decisions and report to clients. They simply do not have time to spend a day manually preparing documentation for a client visit.
In addition, they need full audit trails to help them meet their compliance obligations in a regulated environment.
