Canada Life has entered into partnership with UK-based Distribution Technology (DT) to launch new wealth platform.
Under the partnership, Canada Life will integrate its service into the wealth planning platform offered by DT to create Dynamic Planner WealthConnect platform.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
DT claims that the new wealth platform will allow the users to access valuations and switch their customers’ Canada Life assets.
DT added that WealthConnect will remove many of the links in the investment service chain, enhancing the service and allowing a consumer to invest with Canada Life and continue trading.
Nick Harding, propositions and marketing director of wealth management at Canada Life said: "Our focus is being easy to do business with and we are confident that WealthConnect will provide our customers with even more efficient access to their investments, stream-lining the process and saving considerable time.
"Distribution Technology has a proven track record of providing the highest possible service to its clients and we are delighted to be working closely with such a respected and fast-growing enterprise."
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalData
