We provide market leading front office and planning tools

We are proud to have already helped many of the UK’s leading financial services businesses to enrich their customer relationships through our products and services – be that investment or retirement planning tools, the provision of a complete planning, sales and services platform or the enhancement of our risk profiling to include risk rated funds. Please find out more about our clients and what they have to say:

• Advisory business clients
• Asset management clients
• Provider and platform clients

In 2010, our planning tools and calculators received 16 PPP ratings from F&TRC. We have also helped a number of our clients receive eee awards in similar categories.

We also provide our clients with support and the opportunity to share ideas and best practice

As part of our mission to enrich the relationships our clients have with their customers, we established the Dynamic Planner community.

Using blogging, user groups and client meetings, our clients get a lot more that software applications from DT.

As one of our clients, please feel free to:

• take part in our user group meetings
• receive bulletins by email
• participate in one of our research surveys or trials
• follow or contribute to our blog
• attend one of our dinners and events, where clients from different sectors can network

Please contact us, to find out how we can enrich your customer relationships.