Case studies

Dynamic Planner is being used in many businesses to bring real improvements to the quality of advice, and time spent in completing the advice process.

Paradigm Partners

Dynamic Planner is provided by Paradigm Partners, the new IFA partnership from Paul Hogarth, as part of a starter package offered to each new IFA company joining Paradigm which launches in April 2007. Developing an independent investment process backed by quality systems is key to the Paradigm value proposition. Their decision to use Dynamic Planner came after extensive independent market evaluation confirmed its position as the market leading risk profiling and asset allocation tool. The application’s user-friendly graphics, its comprehensive documentation and its ability to match asset allocations to appropriate funds also helped secure DT’s position as preferred software provider for the new initiative.

Paul Hogarth, Chief Executive of Paradigm Partners, commented:

Paradigm places great importance on the quality and independence of the investment advice and asset allocation analysis at the heart of the service we offer our network. So we’re delighted to have Distribution Technology as a technology partner going forward. Dynamic Planner will help partners to maximise the identification of client financial needs across all areas of their investment business.

threesixty

Dynamic Planner is now available to the member base of adviser support service provider, threesixty services, thanks to a deal struck between the two companies. As part of an introductory arrangement, Dynamic Planner will be available to all 430 intermediary firms that call on threesixty’s services.

Phil Young, partner at threesixty, said:

With Dynamic Planner, Distribution Technology has produced a tool that streamlines the advice and research process. DT doesn’t adopt a one-size-fits-all approach and that’s why its solutions are among the best around. For adviser firms of all sizes, Dynamic Planner is well worth investigating and we’re delighted to make it available to our members.