Our Partners

Risk profiling and asset allocation

Oxford Risk Oxford Risk are specialists in risk psychology and bring together an unusual mix of expertise, including experts in behavioural economics, sociology, psychology and business.

Data provision and integration

Financial Express Financial Express specialises in the collection, validation, dissemination and analysis of fund information.
Lipper Lipper is a global leader in supplying mutual fund information. It feeds fund asset allocation data, fund performance data, and historical and current price data into the platform from Distribution Technology. The platform allows for real time analysis across investments, retirement, protection, mortgage and budget.
Citywire The Citywire unique and independent Fund Manager Ratings were founded 10 years ago. They track the performance of almost 8,000 different fund managers to identify who’s most capable of looking after your money.
Morningstar, Inc. Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. It offers an extensive line of Internet, software, and print-based products and services for individuals, financial advisers, and institutions.
Data Interface Data Interface’s smart online system, Data Prospector, delivers efficient transfer of your client data to Dynamic Planner in a form that is immediately recognised by Dynamic Planner and so enables your firm to get up to speed quickly with Dynamic Planner.

Platforms and portals

Ascentric Ascentric is an asset consolidation service for independent financial advisers offering a full wrap platform, currently unrivalled in the UK.
Cofunds Established in 2001, Cofunds is the UK's largest independent investment platform and specialises in servicing the intermediary market with access to over 1,300 funds from more than 90 fund managers.
Assureweb Assureweb is a leading technology partner for financial intermediaries giving access to online quotations and applications for over 180 products from over 35 market leading providers.
Mortgage Brain Limited Mortgage Brain Limited is the most widely used and preferred provider of point-of-sale, compliance, mortgage sourcing and electronic trading products and services for mortgage intermediaries.
Paymentshield Founded in 1992, Paymentshield offers simple, yet comprehensive general insurance products via financial intermediaries.
Cardif Pinnacle Cardif Pinnacle is the UK insurance arm of banking group BNP Paribas and a leading specialist provider of Protection and Investment solutions.
Uinsure Uinsure offer a simple single system with a panel of General Insurance providers from which a broker can give their client a great choice, a great product and a quick and simple documentation process.

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