• A Guide to Successfully Embracing Digitally Supported Advice

    Ben's Blog
  • Join us at our Autumn Roadshows

    Investment Suitability in a Post-Brexit World

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  • AccessAdvice

    Increasing access to your advice

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  1. A Guide to Successfully Embracing Digitally Supported Advice
  2. Join us at our Autumn Roadshows
  3. AccessAdvice

Dynamic Planner is the market leading investment risk profiling and financial planning service. We assist financial planners and institutions to reduce risk for their clients and ensure investment suitability.

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News See all

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DT announces partnership with Saga Investment Services

26 July 2016 First new tool to be rolled out as part of...

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Dynamic Planner’s award winning service supports 9,000+ financial planners with 1000+ funds & portfolios risk profiled from more than 100 asset managers each quarter.


  • Clear Sky

    We are extremely pleased with the high quality service we received from Distribution Technology which made the transition to Dynamic Planner a smooth process. We continue to see the on-going ...

    Dawn Keeling, Operations Manager

  • Henderson

    Our priority is always to meet the needs of our clients. DT is therefore important to us, helping combine advisers’ advice processes with our investment expertise. Working with DT, we ...

  • Canada Life

    We believe Wealth Connect provides comprehensive support to advisers and excellent outcomes for their clients. By offering Wealth Connect to our clients via our adviser website, we are able to ...

    David Greenall – E-business Manager