Under the new deal Distribution technology will risk profile CBAM’s offerings using its Dynamic Planner service. Prior to the agreement with Distribution Technology the firm risk mapped its portfolios to financial advisers processes on a bespoke basis.
According to CBAM, the partnership demonstrates its commitment to intermediaries and widens its reach to those advisers already using Dynamic Planner to choose the most suitable funds for their clients’ needs.
The firm said the choice of Distribution Technology was owing to the number of advisers that make use of its Dynamic Planner tool and was “in response to feedback from financial advisers to help them with their processes”.
In a written reply to questions about the deal the firm said as reason for the deal: “We believe in providing a high level of service to financial advisers across the UK, and strive to work with financial advisers in a way that works best for them.”
By partnering with DT, it enables us to make our award winning investment proposition accessible to more advisers through the Dynamic Planner tool.
