We can support the whole planning, sales and servicing process

Whether you are:

• an individual financial adviser who requires better software to manage your planning activities
• a large IFA practice looking for a way to introduce consistent and compliant processes or
• an organisation planning to create a bespoke advice system to cater for call centres and face-to-face sales, we can help.

 At Distribution Technology, we have the IT know how and the financial services understanding to help you make the most of your business.

Dynamic Planner is our market leading application, which allows you to plan for, sell to and service your clients. You can choose to buy licences for one of our standard intermediary solutions or you can talk to us about building your own customised version. Becuase it's built in a modular way, we can accommodate your requirements - be that for brand, functionality, configuration or management. 

To fnd out more, please go to

• Enterprise solutions for banks, providers and wealth managers
• Intermediary solutions for advisory businesses
• Profiling solutions for asset managers