- Brexit: Helping clients in the midst of risk and uncertainty
- Ensuring investment suitability
- Catching the Digital Planning Wave
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.
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
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
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 ...