- Catching the Digital Planning Wave
- Ensure investment suitability
- 2016 Dynamic Planner Annual Conference
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
The Independent Guide to Risk Profiling
Celebrating 10 years of Dynamic Planner
The independent Guide to Risk Profiling & Investment Planning is a comprehensive 56 page guide, which explains the science behind risk profiling and asset allocation, helping investors achieve their goals and ambitions with a suitable level of risk.
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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.
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
Old Mutual Global Investors
DT’s Dynamic Planner helps to provide advisers with a robust and consistent investment approach when matching our Spectrum funds to their clients’ needs. Therefore we are delighted to be working ...
Steven Brown, Head of Advisory Sales
We believe it’s a great aid in the advice process. The planning tool helps further consolidate the relationship advisers have with their clients.