In an increasingly complex and demanding market, financial advisers need software to help them improve the quality of their client service. Recent market turmoil has forced wealth managers to face growing competition on a global scale and increased challenges in regulatory demands and clients wanting to monitor portfolio performance more closely than ever. Firms are seeking ways to gain competitive advantage, retain clients and grow their business.
Pension providers, IFA networks, third party administrators and actuarial firms need powerful software to help them administer their clients' portfolios.
Increasingly, clients expect up to the minute advice about their investment choices and options. Advisers need reliable, flexible and powerful tools to help them make decisions and report to clients quickly and efficiently. Additionally, they need full audit trails to help them meet their compliance obligations in a regulated environment.
DST Global Solutions' powerful financial planning suite provides the necessary information and functionality to effectively support the adviser/client relationship, whilst helping the adviser gain better control over their business.
Products
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HiTrust
While unit registry may traditionally have been viewed as a back-office function, smart managers have realised the competitive gains that can be achieved through unit registry technology. The right technology choice can support superior customer service, assist you to efficiently keep up with ongoing changes in regulatory compliance and have the flexibility to adapt to and support the ever changing needs of the business.
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Pensions and Actuarial Services (PAS) Tools
The PAS solution platform sets a new standard in pensions and financial planning calculations and illustrations. With a powerful calculation engine at its heart, it is designed to integrate seamlessly with pension administration and retirement planning tools used by advisers. It is designed to deliver actuarially sound calculations for informed decision-making in signing new business, refining existing business client requirements, planning and analysis purposes. It helps retirement advisers serve their client base with confidence and clarity.
Related news
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December 05, 2011
Solution delivers streamlined processes, improved controls and faster reporting times
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November 28, 2011
DST Global Solutions has been named ’European Asset Servicing Technology Vendor of the Year‘ at the prestigious 8th Annual ICFA European Awards 2011 for the second year running. DST Global Solutions was chosen from a shortlist of five finalists by a panel of independent judges.
