Distribution Technology
Curated by SignalWealth management software suite optimizing financial planning and client engagement.
Overview
Distribution Technology develops a wealth management software suite aimed at improving the operations of wealth managers and financial advisors. The platform combines customer relationship management (CRM) capabilities, portfolio management, performance reporting, and financial planning into a single system, incorporating artificial intelligence (AI) and machine learning for predictive analytics. The company targets wealth and financial planning firms, focusing on the challenge of matching clients with suitable financial solutions while offering institutional-quality investment research. The software suite includes tools such as Dynamic Planner and Dynamic Planner Journal, which are designed to streamline tasks and enhance client engagement. Additionally, the platform features compliance tools and application programming interfaces (APIs) for integration, which are intended to promote operational efficiency in a digital-first environment.
Key facts
- Founded
- 2003
- Headquarters
- Reading, United Kingdom
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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Contact
- Primary office
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- Phone
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Open roles
4 rolesSenior Content Marketing Manager
Reading, England, United Kingdom · On-site · Volunteer
Head of Product Marketing
Reading, England, United Kingdom · On-site · Volunteer
Senior Business Development Executive
Reading, England, United Kingdom · On-site · Full-time
