Distribution Technology has added tools to its Dynamic Planner software which help intermediaries to explain the potential stochastic impact of with-profits returns and calculate the tax and income prospects of dividend payments.
Tools to help explain the processes and potential impact of with-profits products are just one of the new additions to Dynamic Planner, as investment in commercial property can now be figured into stochastic calculations and portfolio planning. Patrick Fitzgerald, product development director at Distribution Technology, says software modifications to the stochastic reporting system for financial planners now allows advisers to place a 'volatility dampener' on with-profits funds which in turn will help to explain how with-profits funds work and how they can be included in portfolios. "...
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