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Financial Services

Delivering technology solutions and services for wealth managers, platforms and providers.
Making complex interactions easier to manage and understand with exceptional user experiences.

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Dunstan Thomas Financial Technology

Imago software provides integrated solutions for modelling tools, illustrations, dashboards, automation and policy administration systems. Integro CX is a portal framework delivering exceptional customer experiences. Platform Action designs, implements, manages and improves platforms and propositions in the financial services market.

Products

Imago

Imago software solutions designed for the financial services market, providing integrated solutions that provide savings and retirement modelling tools, illustration and review systems, automation, client portals, dashboards, and policy administration systems.

Integro CX

An award winning portal solution with unlimited third party integration capabilities, workflow technology and a controllable API. Integro CX delivers portal and dashboard technology solutions for the bespoke needs of wealth managers, platforms and providers.

Services

Platform Action

Platform Action are specialists in technology platforms and propositions, with a successful track record of implementations delivered with a team of highly experienced practitioners.

Outsourcing

Outsource PA & IT

Outsource PA is the Dunstan Thomas Pensions Administration service. Outsource IT is the Dunstan Thomas techology service that providers use to deliver software development projects.

Products, services and outsourcing

Dunstan Thomas provides technology solutions and services for the unique needs of wealth managers, platforms and providers by making the complex interactions in financial services easier to manage and understand.

  • Products
    The Imago and Integro CX product families incorporate online tools, pension and investment calculators, illustration and disclosure systems, as well as portals, dashboards and investor and policy administration solutions. The products have been designed to meet the unique needs of product providers and platforms for the financial services market.
  • Services
    Platform Action are specialists in technology platforms and propositions, with a successful track record of implementations delivered with a team of highly experienced experts. Services cover the life cycle of interactions from design services, implementation and delivery to improvement and optimisation of platforms.
  • Outsourcing
    Dunstan Thomas provide product administration and technology outsourcing services. The Outsource PA service provides outsourcing for SIPP’s retirement, guaranteed income and investment products.

Dunstan Thomas products, services and outsourcing are delivered throughout the lifecycle of interactions from client advice and on boarding to management, optimisation and re-engagement.