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Success through integrated wealth planning.

How we can help your business.

Looking to review 7 clients in the same time it takes to look after 1 today?

Looking to review 7 clients in the same time it takes to look after 1 today?

The new Dynamic Planner Risk Profiler app is now available in the Apple app store. An independent review by the F&TRC has found that in combination with Dynamic Planner®, the new app can dramatically reduce the time required for a typical client suitability review from over five hours to just 49 minutes. All activities and client risk profiling reports are synced back to Dynamic Planner to allow the adviser and their team to use this as the basis for further planning.

What does good look like?

What does good look like?

Our numbers speak for themselves. As leaders in financial planning and practice management technology, we help thousands of advisers to profile, plan and manage their clients and their businesses. Find out more about the facts behind DT.

Let us help you profile, plan and manage your clients and your business. Call us today 0844 850 1780