Financial Planners

We chose DT as our risk management partners in the run-up to RDR, and it was one of the best […]

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Fairstone wanted an end-to-end integrated solution that was web based, scalable, intuitive and easy-to-use. During the selection process Dynamic Planner’s […]

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Compliance First has selected Dynamic Planner, the leading adviser planning tool, for their members to provide risk profiling, investment, retirement […]

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We are extremely pleased with the high quality service we received from Distribution Technology which made the transition to Dynamic […]

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As a firm Churchill were drawn to Dynamic Planner initially by their requirements for both a cash flow system and […]

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We are delighted with the overall functionality of Dynamic Planner. It may be known for risk profiling, but since taking […]

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