- Catching the Digital Planning Wave
- Ensure investment suitability
- 2016 Dynamic Planner Annual Conference
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
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
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
The Independent Guide to Risk Profiling
Celebrating 10 years of Dynamic Planner
The independent Guide to Risk Profiling & Investment Planning is a comprehensive 56 page guide, which explains the science behind risk profiling and asset allocation, helping investors achieve their goals and ambitions with a suitable level of risk.
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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.
Lighthouse has selected Dynamic Planner, the only tool with real-time financial modelling, for their members to provide risk profiling, investment, retirement and protection planning, and full cash flow analysis.
We are delighted with the overall functionality of Dynamic Planner. It may be known for risk profiling, but since taking the licence, we realised that Dynamic Planner offers much more ...
Ian McCulloch, Financial Adviser
We believe our members can save over 200 hours a year, the equivalent of £25,000 a year in fees, by using Dynamic Planner as a single joined up system to ...
Hedley Asset Management
We chose DT as our risk management partners in the run-up to RDR, and it was one of the best decisions we made on that journey. Dynamic Planner’s risk profiling ...
Mike Shaw, Managing Director
Momentum Global Investment Management
Our purpose at Momentum is to help advisors to help clients. Aligning our Factor Series funds to DT’s risk rating service gives advisors comfort that clients’ funds will be managed ...
Brooks Macdonald are pleased to work with DT as part of our focus on supporting Professional Advisers in their endeavours to identify the most suitable investment solution for each of ...
Andrew Shepherd, Managing Director
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 ...
City Asset Management
We are pleased to work with DT on an ongoing basis. Their quarterly assessment of risk gives investors and advisers alike, the confidence that our portfolios continue to match the ...
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
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 ...
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
We believe it’s a great aid in the advice process. The planning tool helps further consolidate the relationship advisers have with their clients.