• Join us at our Autumn Roadshows

    Investment Suitability in a Post-Brexit World

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

    Read more
  • AccessAdvice

    Increasing access to your advice

    Read more
  1. Join us at our Autumn Roadshows
  2. Brexit: Helping clients in the midst of risk and uncertainty
  3. AccessAdvice

Dynamic Planner is the market leading investment risk profiling and financial planning service. We assist financial planners and institutions to reduce risk for their clients and ensure investment suitability.

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News See all

Of Pokémon™ and Pensions

23 August 2016 “The fastest way to get the transfer forms is to...

Meet the Investment Influencers: Ben Goss

02 August 2016 DT CEO Ben Goss has been interviewed by Lawrence Gosling...

DT announces partnership with Saga Investment Services

26 July 2016 First new tool to be rolled out as part of...

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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.

 

  • RSM Tenon

    We were up and running with 20 advisers in less than two weeks. Dynamic Planner is intuitive, easy to use and easy to implement. I would recommend it to any ...

    John Porteous, CEO

  • Apollo

    At Apollo we have taken great care to establish a range of true Multi Asset funds and DFM portfolios that adhere to clear performance and risk parameters. In addition we ...

    Ian Liddle

  • 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