Welcome to the
Adviser Resource Centre
The Adviser Resource Centre has been specially created for financial advisers, providing all you need to get up and running with one of our off-the-shelf products, and a wealth of useful information about financial planning technology.
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Trial Dynamic Planner free for 30 days
Dynamic Planner is a comprehensive web-based financial planning tool, which enables advisers to create high quality, action orientated financial and investment plans, quickly and easily, with technology such as asset allocation, cash flow planning, tried and tested stochastic forecasting and portfolio construction. Trials of Dynamic Planner are available now.
Dynamic Risk Profiler
Dynamic Risk Profiler is a proprietry web-based risk profiling tool for accurately and consistently assessing an investor’s attitude to risk. Find out more about how to order a username and password for Dynamic Risk Profiler.
Distribution Technology is in the 2007 Sunday Times Tech Track 100 league table. If you would like to explore our other applications or bespoke solutions, please visit the Distribution Technology corporate website, or contact us directly.