- 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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Helping support the advice process for firms and their customers Bankhall, the professional support services provider, today announces it has […]
DT celebrates 10 years of Dynamic Planner risk profiling and asset allocation with launch of client guide to risk profiling and corporate re-brand10 Nov 2015 PRESS RELEASE 10 November 2015: DT (Distribution Technology) is celebrating...
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Testimonials See all
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 ...
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 ...
Rapport Financial Planning
We started using Distribution Technology because we really liked the risk profile questionnaire. We believe that when determining a client’s approach to risk and capacity for loss, it is the ...
Steve Turner, Director
Reality Compliance Partnership
We selected Dynamic Planner as our recommended risk profiling tool after researching and sampling a number of tools available to IFAs. A key concern for our members is to provide ...
Chris Yates, Director
Working in partnership with advisers on a daily basis, it is clear to us that risk-controlled investments are becoming ever more popular. Advisers require a heightened level of assurance from ...
Guy Myles, Managing Director and Co-Founder
Standard Life Wealth
Our range of investment solutions gives clients extensive choice and great flexibility – from a broad choice of risk-based, multi-asset MyFolio funds through to Standard Life Wealth’s discretionary services, advisers ...
Kevin Milne, Head of Investment Proposition
Parmenion are delighted to be working with Distribution Technology to help Advisers build their own brand’s compliant, scalable and robust investment proposition for their varying client segments, and across the ...
Patrick Ingram, Head of Corporate Relationships
A ‘Cautious’ risk profile category does not necessarily relate to a ‘Cautious’ fund, and we wanted to make sure our customers are clear about the investments they make. Using the ...
Stephen Andrews, Head of Strategic Partnerships
We believe it’s a great aid in the advice process. The planning tool helps further consolidate the relationship advisers have with their clients.
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 ...
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
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