Financial Planners

From the outset, my experience with the Distribution Technology team has been second to none. The initial introduction was madeby an […]

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We believe our members can save over 200 hours a year, the equivalent of £25,000 a year in fees, by […]

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We were up and running with 20 advisers in less than two weeks. Dynamic Planner is intuitive, easy to use […]

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We selected Dynamic Planner as our recommended risk profiling tool after researching and sampling a number of tools available to […]

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We started using Distribution Technology because we really liked the risk profile questionnaire. We believe that when determining a client’s […]

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As a whole of market, advice led business, we focus on building strong partnerships with our clients. We provide financial […]

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Dynamic Planner surpassed our expectations, not only could we use the risk profiling tool but we found the cash flow […]

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Lighthouse has selected Dynamic Planner, the only tool with real-time financial modelling, for their members to provide risk profiling, investment, […]

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We chose DT as our risk profiling tool after researching and trailing a number of other products on the market. […]

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Dynamic Planner has enabled us to create a valuable discussion document, helping our clients to understand risk in all of […]

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