1. Accurately risk profile your customers
  2. Ensure investment suitability
  3. Track ongoing risk and performance

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 Responds To Autumn Statement 2015

26 November 2015 Today the Chancellor delivered his Autumn Statement ahead of the...

Financial Planner Online: Risk profiling guide launched for Financial Planners

13 November 2015 Thursday, 12 November 2015 12:35 www.http://financialplanneronline.co.uk/ A new 52 page...

Aviva launches retirement forecaster for advisers

12 November 2015 Aviva has launched a new retirement forecasting scenario planner to...

Testimonials See all

DP 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

  • Money Tree Wealth Management

    Dynamic Planner surpassed our expectations, not only could we use the risk profiling tool but we found the cash flow model and full planning reports Dynamic Planner provides especially helpful. ...

    Linford Brown, Director

  • Compliance First

    Compliance First has selected Dynamic Planner, the leading adviser planning tool, for their members to provide risk profiling, investment, retirement and protection planning, and full cash flow analysis.

  • 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

  • Rathbones

    Advisers face ever-increasing pressure to assess their clients’ views on attitude to loss, the appropriate level of risk they wish to take and return they wish to achieve over what ...

    David Holloway, Marketing Director

  • Seven Investment Management

    At Seven Investment Management, we pride ourselves on our disciplined and independent approach to managing our clients’ investments. Recent regulatory changes mean that advisers need to ensure they are operating ...

    Tom Sheridan, CEO

  • 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

  • BMO Asset Management

    Distribution Technology’s fund risk rating service of ‘core investment solutions’ provides advisers with a robust and consistent methodology to help underpin their advice process.

    John Yule, UK Sales Director, F&C Thames River

  • 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

  • Aviva

    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

  • Cofunds

    We believe it’s a great aid in the advice process. The planning tool helps further consolidate the relationship advisers have with their clients.


  • 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