The appointments come after Bankhall has selected Distribution Technology to provide research and end-to-end risk profiling and investment process via Dynamic Planner.
In a move aimed at providing continuity following Bankhall’s agreement with Distribution Technology, the hires see Jason Dewar and Ian Clarke join Distribution Technology’s asset and risk modelling team.
Previously part of Bankhall’s research department, both Mr Dewar and Mr Clarke will help expand the range of research and profiling services provided through Dynamic Planner.
Pam Brunt will also join Distribution Technology’s IFA Account Management team as a senior account manager. Led by James Smith, who recently joined from AXA Elevate, the team will ensure consistency of research for Bankhall members.
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Chris Fleming, head of financial analytics at Distribution Technology said: “Bringing together this experienced team from Bankhall will provide consistency and continuity for their members whilst also allowing us to build on the services that Dynamic Planner already offers.
“In Jason and Ian we have huge experience of researching investment options in the IFA market and this will be invaluable as we expand the services that we provide to our clients.”
Dynamic Planner is integrated into 25 investment platforms, enabling advisers to gain both aggregated valuations as well as straight through transactions.