• Catching the Digital Planning Wave

    A practical guide to successfully embracing digitally supported advice

    Ben's Blog
  • Ensure investment suitability

    Download our guide
  • 2016 Dynamic Planner Annual Conference

    Conference Zone
  1. Catching the Digital Planning Wave
  2. Ensure investment suitability
  3. 2016 Dynamic Planner Annual Conference

Distribution Technology (DT) is the award-winning provider of Dynamic Planner, the UK's most widely used digital risk profiling and financial planning service. Dynamic Planner is used by many thousands of financial planners and a wide range of financial institutions to ensure investment suitability.

Request a demo

News See all

Why are 'people like you' the real threat?

24 May 2016 Dumped by the digital wave Millennials v Baby Boomers –...

How can a lighthouse help you avoid portfolio drift?

18 May 2016 A rock for your business “Late at night in rough...

DT makes senior hire to Asset & Risk Modelling team

18 May 2016 We are pleased to confirm that we have hired Abhimanyu...

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.


  • RSM Tenon

    We were up and running with 20 advisers in less than two weeks. Dynamic Planner is intuitive, easy to use and easy to implement. I would recommend it to any ...

    John Porteous, CEO

  • Old Mutual Global Investors

    DT’s Dynamic Planner helps to provide advisers with a robust and consistent investment approach when matching our Spectrum funds to their clients’ needs. Therefore we are delighted to be working ...

    Steven Brown, Head of Advisory Sales

  • 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.