Fund and Asset Managers

Learn more about the risk profiling services that Dynamic Planner offer, to help support your funds.

Insight and Opinion into Financial Planning Matters

General election latest – will you be voting for the FRP?

New: ACE Rated Funds now updated to Premium and Select

News from the Investment Committee Q2 2017  – “What’s there not to like?”

58:58 - Using digital to shift client age

Dynamic Planner ACE Rated Funds update

£19.3bn of assets in volatility managed funds- hear more from the Dynamic Planner team

Digital Advice - The Tide Is Turning

Why 20% of investment advice will be automated by 2020 (plus or minus 10%)

Risk Target Managed – drawing down on risks?

Strategies to protect income when inflation rises

Morningstar Active Managed Portfolios join Dynamic Planner’s Risk Target Managed® Service

Suitable Investment Recommendations from Dynamic Planner reach an all-time high!

Is 13 Your Lucky Number?

Asset & Risk Model – Strong Results to end of 2016

Donating to Readifood's FoodBank

News from the Investment Committee Q4 2016

Building bridges between data islands

Dynamic Planner November Update

ACE Rated Strategic Bond Funds – how are the leading managers faring?

Dynamic Planner users see risk appetite return post-Brexit

3 rules to managing systemic risk

Dynamic Planner October Update

5 strategies to overcome the tyranny of investment choice

3 ways financial planners can address research efficiency

4 nudges to get your clients taking action

10 FinTech reasons why the advice gap will close

4 golden questions to get financial planning engagement

Cycle-to-work day 2016

The continuing punishment of thrift

5 Ways to ensure investment suitability in the long term

Dynamic Planner September Update

Engaging with digital, lessons from Uber

How to help ensure investment suitability without a crystal ball

Of Pokémon™ and Pensions

How have ACE rated funds weathered the last 12 months?

Meet the Investment Influencers: Ben Goss

DT announces partnership with Saga Investment Services

Perceptions of investment risk – how have investors been thinking?

Post Brexit: Full English or Plain Continental?

Why advisers should embrace their website

July's Dynamic Planner Update Now Live

How have the Risk Targeted Fund Managers reacted to Brexit?

“ACE High” scores for Consistency and Efficiency

DT Asset Allocation to Commercial Property: our response to recent fund suspensions

Time for a post-Brexit Wealth Check?

DT to enhance digital advice offering with new sales hire

Customer experience matters: beyond technology

Charity: Gold Payroll Giving Award

Brexit – helping clients in the midst of risk & uncertainty

EU Referendum: Brexit now a Reality

EU Referendum - Just another manic Friday?

Engaging investors for 'a party tomorrow'

How ACE delivers a strong suit for Suitability

Ensuring good ‘choice architecture’

7 steps to a successful digital planning service

Why are 'people like you' the real threat?

How can a lighthouse help you avoid portfolio drift?

DT makes senior hire to Asset & Risk Modelling team

Digital hybrids refresh the parts traditional services fail to reach

Targeted Absolute Returns Funds – the search for suitability

News From the Investment Committee

Is a year a long time in the world of risk targeting?

NSPCC: Charity of the Year

How digital systems support compliance

How far can digital go?

Investment suitability in your DNA

Experience doesn’t count (that much)

New Style Quarterly Asset Allocation Factsheets – Available Now!

Budget 2016

Helping Investors Understand Income

Ensuring the airbag goes off – Why psychometrics are only the start for accurate suitability

BMO Global Asset Management: new tax free investment opportunity

Harnessing a powerful engine – asset and risk model integrity

FAMR will make Digital Advice norm in 3 years

DT Strengthens Capabilities With Three Senior Hires

Your Financial Planning Business on its Best Day

Grasping the Nettle – FAMR and the Future of Digitally Supported Advice

Overcoming the Big 4 Challenges to Successfully Implementing Digital

Risk And Reward Newsletter – March 2016

Thanks for attending the 2016 Dynamic Planner Conference

Response to TR16/1. Assessing suitability: Research and due diligence of products and services

Keeping Discipline in a Low-Yield World - Santander Asset Management

Dynamic Planner of the Year 2016

The First Waves of a Tsunami

Risk And Reward Newsletter – Feb 2016

Dynamic Planner Asset & Risk Model 2016: Where Are We Now?

Dynamic Planner ACE Ratings: ACE High

Risk Target Managed Fund Changes

Important Enhancements to the Santander Atlas Growth Portfolios

DT launches Digitally Supported Advice roadmap

DT Annual Conference 2016

Risk And Reward Newsletter - Jan 2016

Announcing a new Risk Target Managed Asset Manager: Santander Atlas Portfolios

Meeting the Income Needs of Today's Investor

10 Years of Dynamic Planner Asset & Risk Modelling - How have we fared?

Black Friday Investing - Looking at sales in a different context

DT Responds To Autumn Statement 2015

Gosling's Grouse: What have we learnt in decade since Dynamic Planner launch?

Financial Planner Online: Risk profiling guide launched for Financial Planners

Aviva launches retirement forecaster for advisers

DT celebrates 10 years of Dynamic Planner risk profiling and asset allocation with launch of client guide to risk profiling and corporate re-brand

Metlife: Volatility is Guaranteed for Investors

News from the Investment Committee

What robo-advisers need to do to succeed - Part 2

How Govt and FCA can bridge the advice gap

DT runner up in ‘Leading Integrated Planning Tool Provider’ award at the 2015 Aberdeen Platform Awards

Ever wanted to know about risk profiling and suitability but were afraid to ask? Now’s your chance!

Risk Target Managed Service – the story so far

DT Completes Palace To Palace Charity Cycle Ride

What are the key differences between risk targeting and risk profiling?

Bankhall selects Distribution Technology as preferred investment partner

What robo-advisers need to do to succeed - Part 1

Emergency Budget Summary

Distribution Technology shortlisted for the WealthBriefing European awards 2015

How do I find the RTM funds in Dynamic Planner?

Which asset managers have signed up and why have these have been selected?

Dynamic Planner Risk Profiler app goes live

Dynamic Planner of the Year Awards 2015 – winner announced

CityWire: FCA advisers must quiz clients on investment knowledge

FT Adviser: Distribution Technology launches risk profiler app

Investment Week: Distribution Technology launches risk-targeted service

2015 Conference Zone

DT Annual Conference Feedback

DT Annual Conference slides 2015

2015 Annual DT Conference photos

Distribution Technology and Intelliflo in partnership agreement

Distribution Technology launches new suitability innovations for financial advisers

DT announces formation of new Financial Planning Advisory Board

Autumn Statement Update

DT welcomes new Business Development Manager

Tilney announces risk-mapping deals with DT to support new ‘agency model’ proposition

Download the 'Pensions tsunami on the way to UK' report now

Simply Intelliflo Plus integrates with DT's Dynamic Planner

DT wins ‘Leading Integrated Planning Tool Provider’ award at the 2014 Aberdeen UK Platform Awards

DT “Ensuring Suitability” regional roadshows for IFAs in November

Journal – Success through integrated wealth planning

Single sector fund research from The Adviser Centre goes live into Dynamic Planner

DT welcomes FCA simplified advice guidance

The Times Article - The cautious choice for your super ISA

Risk profiling, investment recommendations & robot advisers

Sunday Telegraph article on risk profiling

DT announces integration with Berry Asset Management PLC

Vote for Dynamic Planner as ‘Leading independent planning tool provider’ 2014

Your chance to WIN a tablet! – Complete our short survey

Ben Goss: Three misconceptions around risk profiling

DT wins ‘risk profiling solution’ award at Wealthbriefing European Awards 2014

Conference Highlights 2014

Dynamic Planner of the Year – Award Winners 2014

Budget summary 2014

Dynamic Planner Risk Profiler app now available for all major mobile operating systems

DT's Ben Goss on how technology can halve the advice gap

AXA Wealth Elevate first to integrate to Dynamic Planner® for multiple transactions

DT announces WealthConnect™ tie-up with Canada Life

DT announces WealthConnect™ tie-up with AXA Wealth's Elevate

Allium offers funds for Dynamic Planner users

Joint multi-asset seminar with Legal & General Investments and Cofund

DT shortlisted for FStech Awards 2014

DT announces WealthConnect™ tie-up with Cofunds

DT’s Dynamic Planner® risk profiling tool chosen by London & Capital managed portfolios

DT and iNDEXX Markets announce new indices

Investment mix ‘n’ match

Launch of Dynamic Planner Intelligence from DT

DT hires Sales and Marketing Director

Platform integration news, exciting new retirement planning tools and more

DT to donate £50 to Action for Children for every Dynamic Planner licence bought until October 18th

DT trio complete Triathlon to raise £3000 for Action for Children

DT Hires New Principal Consultant for International & Investments

DT make the shortlist at this year's Aberdeen Platform awards 2013

DT supports Byte Night to prevent youth homelessness. Donations welcome.

Tenet Makes Dynamic Planner Available to Members

Vote for Dynamic Planner as ‘Leading independent planning tool provider’

Plum Software integrates with Dynamic Planner

Distribution Technology celebrates its 10th Birthday

Technology has the power to address the advice chasm

Charles Stanley selects fund risk profiling services from Distribution Technology

DT Budget Updates 2013

DT sponsors award at this years Money Marketing

Cheviot risk profile its funds with DT to further raise its profile

New App helps mass affluent investors access professional financial advice

Clive Hale joins DT’s Investment Committee

New World of Wealth Keynote and CEO Speaker Slides

Journal – Looking Good for the New World of Wealth

Keynote Speech; Praise Indeed

Dynamic Planner of the Year Award Winners 2013

Please give us your feedback

DT Launches Breakthrough Low-Cost Servicing Proposition for Mass Affluent Clients

Autumn Statement 2012

Risk profiling a client – DT’s Chris Fleming explains how in FT Adviser

Register for the DT Wealth Conference

Tatton teams up with Distribution Technology

IFDL to power the Verbatim Product Centre

Sandringham Financial Partners, backed by Simply Biz chooses DT

Watch Dynamic Planner demo videos

DT wins ‘leading platform-based planning tool provider’ at Aberdeen Platform Awards

SimplyBiz members to have direct access to the Zurich platform through Dynamic Planner

Wealth managers’ advice subject to a new review by the FSA

Introducing a fund risk profiling pricing promise for Allianz RiskMaster Funds

SimplyBiz signs seven-year deal with DT

DT launches My Planning apps and more

DT receives 'highly creditable score' into F&TRC Adviser Software Systems survey

Ian McKenna: DT sets the pace with iPad move

DT launches white paper and first My Planning web and iPad apps for Dynamic Planner advisers

BlackRock launches RDR-ready range: BlackRock Consensus Funds

DT white paper 2012: Digital Wealth Planning Arrives

T. Bailey funds risk profiled to help intermediaries assess suitability

Friends Provident International launches new online model fund portfolio service

Risk appetites on rise: FT Adviser

Aberdeen Asset Management Chooses DT for Risk Profiling Service

DT appoints Head of Investments

New risk profiling functionality, Budget 2012 update and more

25 Standard Life investment solutions rated by DT

DT launches integrated Risk Profiling Service

Dynamic Planner named as one of the top 50 iPhone apps for advisers

DT risk profiles exciting new funds from Prudential

DT shortlisted for ‘Risk Management Software of the Year’ at FSTech Awards

Cazenove Capital readies RDR solution

Apollo extends fund range under DT’s Fund Risk Profiling Service

Are you ready to deliver your RDR proposition? We can help with adviser charging

DT boosts segmentation benefits with industry first

Dynamic Planner chosen by Torquil Clark to support new telephone advice service

Moneygate selects Dynamic Planner to support its growth strategy ahead of RDR

SSP selects DT as their preferred partner for financial planning tools

Assessing suitability – picking a winner

AXA Financial extends license agreement with DT

DT tops 2011 F&TRC Financial Planning Tools Ratings for Growing Pensions

Rathbones signs up for Fund Risk Profiling Service

DT sets new standards for financial planning tools

Dynamic Planner risk profiling receives clarity approval from the Plain English Campaign

Canada Life extends license agreement with DT to 2015

DT’s response to the FSA consultation guidance paper: Assessing suitability

FSA Guidance Consultation – client update January 2011

Integrated technology: A problem shared

Did asset allocation survive the storm?

  

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