• A Guide to Successfully Embracing Digitally Supported Advice

    Ben's Blog
  • Join us at our Autumn Roadshows

    Investment Suitability in a Post-Brexit World

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    Increasing access to your advice

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  1. A Guide to Successfully Embracing Digitally Supported Advice
  2. Join us at our Autumn Roadshows
  3. AccessAdvice

Dynamic Planner is the market leading investment risk profiling and financial planning service. We assist financial planners and institutions to reduce risk for their clients and ensure investment suitability.

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News See all

Of Pokémon™ and Pensions

23 August 2016 “The fastest way to get the transfer forms is to...

Meet the Investment Influencers: Ben Goss

02 August 2016 DT CEO Ben Goss has been interviewed by Lawrence Gosling...

DT announces partnership with Saga Investment Services

26 July 2016 First new tool to be rolled out as part of...

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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.

 

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    Vantage Limited

    From the outset, my experience with the Distribution Technology team has been second to none. The initial introduction was madeby an existing client of DT, who was looking at using the ...

    Paul Alker MSCI TEP, Chartered Wealth Manager

  • Premier

    We are pleased to offer a range multi-asset funds aligned with Distribution Technology risk profiles to make it easier for professional advisers to identify investment solutions designed to meet specific ...

    Mike Hammond, Sales Director

  • 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