New to Dynamic Planner?

If you are new to Dynamic Planner, firstly welcome and thank-you for choosing our service!

Once you are registered and your account has been created you will receive a welcome email from the client success team providing you with your username and password.

Getting you started with Dynamic Planner email

The ‘getting you started’ email contains information regarding the training offered by Distribution technology and useful tips to get you started with using Dynamic Planner.

The email contains:

  • Key contact details of the client success team
  • Training days and times
  • Overview of the 3 training sessions
  • Useful tips
  • Information on regular correspondence

If you do not receive your getting started email shortly after receiving your login details, please contact our client success team on 0333 6000 500 or email clientsuccess@distribution-technology.com.


Logging in

Logging in to Dynamic Planner for the first time couldn’t be simpler.

Simply visit the login page and enter your details in the screen and click login. The link can also be found at the top of this website.

Login page

 

 

 

 

 

 

 

 

 

 

Dynamic Planner supports the following browsers:

  • Internet Explorer (version 9 and above)
  • Firefox (current version)
  • Safari (current version)
  • Chrome (current version)

Getting more help

More help is available for Dynamic Planner in a number of different locations in a number of different formats to give you support the way you need it.

Knowledge Base (accessible once you have logged in to Dynamic Planner) *

The Knowledge Base is the starting point for your help needs in Dynamic Planner. Available via a link at the top of every page in Dynamic Planner it is populated with 100’s of articles to help you use the product.

You can also provide feedback on the Knowledge Base and vote on ideas other users have proposed, both of which are monitored by our Product Management team.

* The Knowledge Base is available to direct clients of Distribution Technology. If you receive access to Dynamic Planner via another organisation they will have their own help systems.

YouTube channel

Our YouTube channel provides simple introductory videos on a number of topics as well as access to some of our marketing and conference videos. Subscribe directly to ensure you are notified when new content is added.

Sample videos:


Resources (accessible once you have logged in to Dynamic Planner)

Within Dynamic Planner there is a central reference point for all reference documents and that is the ‘Resources’ section. Accessible from the homepage, the documents in the resources section support a number of different areas:

  • Analysis and Methodology
  • General resources
  • My Planning
  • Platform and Provider
    • Quick Start Guides
    • User Guides
  • Risk Profiling

FAQs (accessible once you have logged in to Dynamic Planner)

Over time we have collated the most Frequently Asked Questions (FAQs) and made them accessible directly within Dynamic Planner. Accessible from the homepage, the FAQs are grouped in to a number of different categories:

  • Getting started
  • Risk profiling
  • Planning and analysis
  • My Planning
  • Administration and firm setup

Follow Distribution Technology

For more general updates on Distribution Technology you can follow us on Twitter (@DynamicPlanner)..

If you need help using Dynamic Planner Please contact our Client Success team on 0333 6000 500 or

Email us