01/01/2010 - Holistic Financial Planning Services

New technology made available to our Client Firms

Compliance First has secured a deal with Distribution Technology to provide the comprehensive holistic financial planning suite, Dynamic Planner, at greatly discounted rates to Client Firms. Our recent round of Business Development Forums saw the launch of Dynamic Planner as a preferred solution.

In addition, Compliance First and DeFacto have announced that each client of Compliance First that currently takes the discounted Aequos Engage deal will be given an extra FREE license of the award winning research software.

Managing Director, Neil Stevens, commented that 'It is with great pleasure that we have secured these services in support of the sophisticated financial planners and professional multi-RI firms that we provide services to'

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Source: Client Forum
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