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“We selected Dynamic Planner for three reasons. Firstly, the technology supports the complete advice process from fact finding and client acquisition, through to reporting and ongoing reviews. Secondly, the suite of financial planning tools is first-class and thirdly, because it is scalable; a critical factor in our growth plans. As a result, our network of IFAs and team of planners, researchers and client management staff will have a common and compliant financial planning system to support our ever increasing client bank.”
John Ripley, Group Operations Director, Moneygate |
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“We treat every customer as an individual when it comes to assessing their needs and developing bespoke solutions for them. Dynamic Planner allows us to offer this personal support and still effectively service a large number of clients per adviser. This clearly has many benefits.”
Rob Hudson, Group Director, Chartwell |
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“As we use Distribution Technology’s market-leading long term strategic asset allocation model for the risk-rated funds Simply Biz promotes, it is encouraging to see other well respected Investment Managers such as Octopus adopt a similar approach.”
Matthew Timmins, Managing Director of Simply Biz |
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“Paradigm places great importance on the quality and independence of the investment advice and asset allocation analysis at the heart of the service we offer our network. So we’re delighted to have Distribution Technology as a technology partner going forward. Dynamic Planner will help partners to maximise the identification of client financial needs across all areas of their investment business.”
Paul Hogarth, Chief Executive of Paradigm Partners |
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“Dynamic Planner has been selected by Cavanagh Group for their advisers. Dynamic Planner is the only adviser tool that combines intelligent, real-time financial modelling with support for the sales process.”
Cavanagh Group |
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“As a whole of market, advice led business, we focus on building strong partnerships with our clients. We provide financial advice to private clients, small to medium sized businesses and to employees of some of the UK's largest organisations.”
Origen Financial Services |
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“Our future success depends on our ability to deliver operational effectiveness and the automation of our advice process will play a central part in this delivery. Distribution Technology is an exciting new partner for Openwork – a company with a proven track record for implementing truly innovative point of sale solutions. We selected Distribution Technology to partner with us, following a rigorous process that involved Advisers, Sales Managers and Support Centre staff and we are confident that they will prove to be an excellent choice.”
Chief Operating Officer Openwork |
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“Threesixty has selected Dynamic Planner, an holistic planning tool, for their members to provide risk profiling, investment, retirement and protection planning, and full cash flow analysis.”
ThreeSixty |
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“Compliance First has selected Dynamic Planner, the leading adviser planning tool, for their members to provide risk profiling, investment, retirement and protection planning, and full cash flow analysis.”
Compliance First |
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“Lighthouse has selected Dynamic Planner, the only tool with real-time financial modelling, for their members to provide risk profiling, investment, retirement and protection planning, and full cash flow analysis.”
Lighthouse Group |
