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

Financial Planner Online: Risk profiling guide launched for Financial Planners

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

Aviva launches retirement forecaster for advisers

12 Nov 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.


  • 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

  • Sandringham

    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

  • Octopus Investments

    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

    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

  • Aberdeen

    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

  • 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.


  • 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

  • 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