- Accurately risk profile your customers
- Ensure investment suitability
- Track ongoing risk and performance
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.Download our guide
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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.
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
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
Compliance First has selected Dynamic Planner, the leading adviser planning tool, for their members to provide risk profiling, investment, retirement and protection planning, and full cash flow analysis.
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
Advisers face ever-increasing pressure to assess their clients’ views on attitude to loss, the appropriate level of risk they wish to take and return they wish to achieve over what ...
David Holloway, Marketing Director
Seven Investment Management
At Seven Investment Management, we pride ourselves on our disciplined and independent approach to managing our clients’ investments. Recent regulatory changes mean that advisers need to ensure they are operating ...
Tom Sheridan, CEO
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
BMO Asset Management
Distribution Technology’s fund risk rating service of ‘core investment solutions’ provides advisers with a robust and consistent methodology to help underpin their advice process.
John Yule, UK Sales Director, F&C Thames River
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 ...
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
We believe it’s a great aid in the advice process. The planning tool helps further consolidate the relationship advisers have with their clients.
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