Case Study: Wealthtime achieves RDR-ready illustrations and compliance transparency with Dunstan Thomas

Wealthtime goes live with RDR-ready illustrations 3 months early using Dunstan Thomas

Wealthtime, then known as Novia, required assistance to implement a host of regulatory changes ahead of the 2012 RDR deadline. The customer needed to ensure its investment platform's illustration tools were fully compliant with new disclosure requirements. Dunstan Thomas provided its Imago Front Office product and consultancy services to address this challenge.

Dunstan Thomas worked closely with the customer's team to analyze the requirements, provide best practice recommendations, and configure its Imago system. This partnership resulted in the customer launching RDR-ready illustrations three months ahead of the deadline. The solution provided by Dunstan Thomas ensured full regulatory compliance and gave the customer the tools to make future configuration changes efficiently, saving administrative costs and providing a significant competitive advantage.

Wealthtime