• A Guide to Successfully Embracing Digitally Supported Advice

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  1. A Guide to Successfully Embracing Digitally Supported Advice
  2. Autumn Roadshows Slide Downloads
  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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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.

 

  • Rapport Financial Planning

    We started using Distribution Technology because we really liked the risk profile questionnaire. We believe that when determining a client’s approach to risk and capacity for loss, it is the ...

    Steve Turner, Director

  • Quilter Cheviot

    As one of the first discretionary investment management firms to work in partnership with financial advisers, we recognise that Distribution Technology’s planning tools provide essential to support financial advisers in ...

  • Cofunds

    We believe it’s a great aid in the advice process. The planning tool helps further consolidate the relationship advisers have with their clients.

    Director