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Distribution Technology

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1701 Continental Blvd, Charlotte, NC, 28273

MC Number
None
Type
directory
BBB Rating
Not Aggregate

Description

With over 250 personnel dedicated to the care, accuracy, and efficiency of the distribution of your company goods and products, Distribution Technology is dedicated to streamlining your processes with the best in logistics, warehousing, and transportation. We work for your business in the long-term.
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Distribution Technology

Distribution Technology, commonly referred to as DT, is a UK-based fintech company that provides advanced financial planning software and solutions to financial advisers, wealth managers, and other financial services firms. The company was founded in 1993 and is headquartered in London. DT offers a range of software solutions that allow financial advisers to provide personalized advice and financial planning to their clients. Their flagship product, Dynamic Planner, is a cloud-based platform that uses sophisticated algorithms and modeling to analyze clients financial situations and recommend investment strategies that align with their goals and risk profiles.

In addition to its financial planning software, DT offers a range of support services to help financial advisers and wealth managers implement and use their solutions effectively. These services include training, consulting, and technical support. DT has been recognized for its innovative solutions and contributions to the financial services industry. In 2021, the company was named as the Best Financial Planning Software Provider at the Professional Adviser Awards, highlighting their continued commitment to providing advanced and effective financial planning tools and solutions to their clients.

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