Tatton Investment Management (TIM) has teamed up with Distribution Technology (DT) to launch online tools for advisers and their clients.
TIM is the new investment management business from the Paradigm Group. The partnership gives advisers using Tatton's funds and supporting services free access to the developer's Dynamic Planner software. Using the software, advisers can conduct a full range of wealth planning and servicing activities from within a single application. They will also have access to risk profiling, asset allocation, financial planning tools and the investment options under the Tatton proposition. This will include a new range of risk profiled model portfolios from Tatton and a range of Tatton-Oak f...
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