"We believe SimplyBiz members can save over 200 hours a year, the equivalent of £25,000 a year in fees, by using Dynamic Planner as a single joined-up system to plan, transact and manage their wealth clients."

Neil Stevens, SimplyBiz

“The customer is at the heart of everything we do and using Dynamic Planner has helped us to achieve customer satisfaction levels that would not have been possible without it. In fact, we are now exceeding our clients’ expectations!”

John Chapman, Torquil Clark

“DT wins leading platform-based planning tool provider’ at this year’s Aberdeen Platform Awards. The judging panel gave this award to Dynamic Planner for being the best ‘factory-fitted’ end-to-end toolset."

Aberdeen Platform Awards 2012

“We selected Dynamic Planner because the technology supports the complete advice process from fact finding and client acquisition, through to reporting and ongoing reviews."

John Ripley, Moneygate

"We are building Fidelius around Dynamic Planner. Its Wealth Connect™ transaction and reporting capability to our preferred platforms is the backbone of our new operating model  and designed to deliver significant efficiencies."

Jim Grant, CEO Fidelius

"My Planning is an excellent way to enable Link2Wealth advisers to service clients with less than £100k – and on an App that’s branded for us."

John Porteous, RSM Tenon

"We are extremely pleased with the high quality service we received from Distribution Technology, which made the transition to Dynamic Planner a smooth process and took just 24 hours."

Dawn Keeling, Clear Sky Financial Consulting Limited