Distribution Technology (DT), a UK-based provider of in financial planning and wealth management technology, has collaborated with Berry Asset Management.
Distribution Technology said in a statement that the partnership will allow advisors to independently identify business like Berry that place clients at the centre of their investment process and aim to provide consistent risk adjusted returns based on clients needs.
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As part of the deal, Berry’s products will now be available through Distribution Technology’s Dynamic Planner risk profiling tool.
Additionally, the collaboration will enhance the standards of DT’s business and ultimately deliver better services for clients.
Distribution Technology has also reviewed and profiled its five managed portfolio strategies.
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