October 18, 2018
Analysis at Fingertips of Advice Firms
Dynamic Planner, the UK’s preferred digital risk profiling and asset allocation investment service, has extended…
October 15, 2018
Why recommend Risk Target Managed investments for clients?
Demand for Risk Target Managed (RTM) solutions was driven originally by the then FSA’s ‘Assessing…
October 4, 2018
Boosting International Expertise of Investment Committee
Dynamic Planner, the UK’s preferred digital risk profiling and asset allocation investment service, has boosted…
October 3, 2018
New Head of Asset and Risk Modelling
Dynamic Planner has appointed Abhi Chatterjee as its new Head of Asset and Risk Modelling.…
August 29, 2018
Walker Crips adds Model Portfolios
Walker Crips has added its ALPHA: r² model portfolios to Distribution Technology’s ‘Dynamic Planner’ platform,…
July 24, 2018
New Business Development Director
Dynamic Planner has appointed Nick Lee as their new Director of Business Development. Nick had…
July 16, 2018
Head of Investment Proposition joins
Chris Jones has joined Distribution Technology (DT) as Proposition Director for Dynamic Planner. In this…
June 20, 2018
Giving Back Ahead of iO Conference
Rather than commission just another corporate mug or notebook for June’s Conference, we decided to…
June 12, 2018
Exciting New Vitality Proposition
Vitality has partnered with Dynamic Planner to help launch VitalityInvest and enable people to close…
April 27, 2018
Dynamic Planner – A 15 Year History
Distribution Technology (DT) was founded in 2003 because the vast majority of investments are made…