• Brexit: Helping clients in the midst of risk and uncertainty

    Read more
  • Ensuring investment suitability

    Explore
  • Catching the Digital Planning Wave

    A practical guide to successfully embracing digitally supported advice

    Ben's Blog
  1. Brexit: Helping clients in the midst of risk and uncertainty
  2. Ensuring investment suitability
  3. Catching the Digital Planning Wave

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

News See all

DT to enhance digital advice offering with new sales hire

01 July 2016 Distribution Technology, has strengthened its business development capabilities with the...

Customer experience matters: beyond technology

30 June 2016 Peter Hornsby – User Experience Manager There has been a...

Charity: Gold Payroll Giving Award

29 June 2016 Distribution Technology has recently been awarded the Gold standard award...

Testimonials See all

Dynamic Planner Logo Grey

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.

 

  • Informed Choice

    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

  • Prudential

    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 ...

    E-commerce Manager