1. Accurately risk profile your customers
  2. Ensure investment suitability
  3. Track ongoing risk and performance

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.

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News See all


26 Nov 2015

Financial Planner Online: Risk profiling guide launched for Financial Planners

13 Nov 2015 Thursday, 12 November 2015 12:35 www.http://financialplanneronline.co.uk/ A new 52 page...

Aviva launches retirement forecaster for advisers

12 Nov 2015 Aviva has launched a new retirement forecasting scenario planner to...

Testimonials See all

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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.


  • Money Tree Wealth Management

    Dynamic Planner surpassed our expectations, not only could we use the risk profiling tool but we found the cash flow model and full planning reports Dynamic Planner provides especially helpful. ...

    Linford Brown, Director

  • Informed Choice

    Dynamic Planner has enabled us to create a valuable discussion document, helping our clients to understand risk in all of its guises. It has also resulted in us thinking about ...

    Martin Bamford, Managing Director

  • 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

  • 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

  • Investec

    Advisers are increasingly using risk profiling when engaging with their clients and portfolio planning tools to assist them in building portfolios of risk rated funds. Investec Asset Management acknowledges this ...

    David Aird

  • Psigma Investment Management

    At Psigma we understand that accessing the right investment solutions, matching these to the appropriate level of risk and creating the right investment strategy, compliantly is of paramount importance.  Tools ...

    Frank McGarry, Director Sales and Marketing

  • Hearthstone

    In the post-RDR environment risk-profiling of funds takes on even greater importance. It is essential that advisers can make recommendations to clients in accordance with the appetite for risk that ...

  • Bordier

    In an increasingly crowded market place it has become essential for Professional Financial Advisors to identify those businesses which truly provide the best risk rated investment solutions for their clients. ...

  • Prudential

    The challenge is to ensure that the online component of the retirement planning service we are currently piloting is functional, intuitive and flexible. Distribution Technology is helping us meet these ...

    E-commerce Manager

  • 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

  • Aviva

    Following the biggest pension changes in a generation, there are now more options than ever for saving and for turning those savings into an income. A lot of people are ...

    Tim Orton, Adviser Platform CEO

  • 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.