• Catching the Digital Planning Wave

    A practical guide to successfully embracing digitally supported advice

    Ben's Blog
  • Ensure investment suitability

    Download our guide
  • 2016 Dynamic Planner Annual Conference

    Conference Zone
  1. Catching the Digital Planning Wave
  2. Ensure investment suitability
  3. 2016 Dynamic Planner Annual Conference

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.

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News See all

How far can digital go?

26 April 2016 “This mystery author and her archaeologist hubby dug in hopes...

Investment suitability in your DNA

20 April 2016 There is a long history for risk profiled and risk...

Experience doesn’t count (that much)

15 April 2016 ...and why holding an inherited offshore trust doesn’t mean you're...

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.

 

  • Lighthouse Group

    Lighthouse has selected Dynamic Planner, the only tool with real-time financial modelling, for their members to provide risk profiling, investment, retirement and protection planning, and full cash flow analysis.

  • Asset Management

    We are delighted with the overall functionality of Dynamic Planner. It may be known for risk profiling, but since taking the licence, we realised that Dynamic Planner offers much more ...

    Ian McCulloch, Financial Adviser

  • SimplyBiz

    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 ...

    Neil Stevens

  • 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

  • Momentum Global Investment Management

    Our purpose at Momentum is to help advisors to help clients.  Aligning our Factor Series funds to DT’s risk rating service gives advisors comfort that clients’ funds will be managed ...

  • brooks macdonald logo

    Brooks Macdonald

    Brooks Macdonald are pleased to work with DT as part of our focus on supporting Professional Advisers in their endeavours to identify the most suitable investment solution for each of ...

    Andrew Shepherd, Managing Director

  • Hearthstone

    In the post-RDR environment risk-profiling of funds takes on even greater importance. It is essential that advisers can make recommendations to clients in accordance with the appetite for risk that ...

  • City Asset Management

    We are pleased to work with DT on an ongoing basis.  Their quarterly assessment of risk gives investors and advisers alike,  the confidence that our portfolios continue to match the ...

  • 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

  • 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

  • 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

  • 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.

    Director