- 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
Why does Asset & Risk Model Integrity matter?
Dynamic Planner uses a single Asset & Risk Model. What is it and why does it matter?
Why does it matter whether the way in which investor risk is profiled is consistent with the way in which investment risk is assessed? Jim Henning, Principal Consultant at DT explains…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.
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 ...
As a whole of market, advice led business, we focus on building strong partnerships with our clients. We provide financial advice to private clients, small to medium sized businesses and ...
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
Dynamic Planner has enabled Sandringham to attract new advisers and clients with a very powerful digital proposition. Advisers are now completing business from Dynamic Planner straight through to their chosen ...
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. ...
Standard Life Investments
We are delighted to be working with Distribution Technology to help intermediaries in the UK match suitable fund propositions with differing client risk appetites. Dynamic Planner helps intermediaries with this ...
Iain McLeod, Investment Director
We are pleased to be working with Distribution Technology to assist in the marketing of our funds. We recognise that matching fund propositions to client attitude towards risks is a ...
We are pleased to be working with DT to assist in the distribution of our Funds because matching Fund propositions to client attitude to risks has always been a significant ...
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 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
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