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Financial PlannersAccurately risk profile clients and ensure investment suitability
Asset ManagersEnsure your solutions are accurately profiled or targeted
Financial InstitutionsDeliver digitally enabled tools, guidance or advice. Integrate with Dynamic Planner
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.Request a demo
Dynamic Planner helps financial planners and institutions...
Profile your clients and customers accurately as part of a risk based financial plan.
Plan. Ensure the investments you select as part of a risk based plan are suitable.
Manage the ongoing performance and suitability of their investments.Find out more
NEW! Risk Profile Invites for Dynamic Planner
Risk Profile Invites is a new Dynamic Planner feature to enable a digital link between advisers and their clients, helping to save time and ensure investment suitability in your advice process.
It allows you to invite your clients to complete a simple risk profiling process online at a time and location that is convenient to them. Once they have submitted their responses you will be able to quickly import the data into Dynamic Planner to complete the rest of the planning process.
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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.
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
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 ...
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