• Join us at our Autumn Roadshows

    Investment Suitability in a Post-Brexit World

    Find out more
  • Brexit: Helping clients in the midst of risk and uncertainty

    Read more
  • AccessAdvice

    Increasing access to your advice

    Read more
  1. Join us at our Autumn Roadshows
  2. Brexit: Helping clients in the midst of risk and uncertainty
  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.

Request a demo

News See all

Of Pokémon™ and Pensions

23 August 2016 “The fastest way to get the transfer forms is to...

Meet the Investment Influencers: Ben Goss

02 August 2016 DT CEO Ben Goss has been interviewed by Lawrence Gosling...

DT announces partnership with Saga Investment Services

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

Testimonials See all

Dynamic Planner Logo Grey

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.

 

  • Churchill Wealth Management

    As a firm Churchill were drawn to Dynamic Planner initially by their requirements for both a cash flow system and also a risk profiling tool to use with Churchill’s new ...

    Mathew Barrett, Director

  • Parmenion

    Parmenion are delighted to be working with Distribution Technology to help Advisers build their own brand’s compliant, scalable and robust investment proposition for their varying client segments, and across the ...

    Patrick Ingram, Head of Corporate Relationships

  • 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