Our vision is a world in which everyone digitally plans and manages their long term finances.
Our training team are here to help you make the most of our products and services.
This can be arranged to cover any specific areas where you would like some support. Training can take place at our offices in Reading or you can choose an alternative venue.
Login to the Support Portal or register and go to request training and tell us what you need, and we will contact you to create a bespoke training plan (please note that the costs will vary according to the number of delegates, duration, location etc.).
For medium to large financial organisations, Dynamic Planner - the ideal front office and planning tool - is available direct from Distribution Technology.
For individual advisory businesses with fewer than 20 RIs, access to Dynamic Planner is available through our larger clients.
Dynamic Planner helps enrich customer relationships – be that in selected need areas, such as investing, at retirement, protection or across the whole range with holistic planning and servicing.
You can choose to have Dynamic Planner ‘on demand’ as a hosted service, or opt for a version that’s customised. That’s because Dynamic Planner is highly configurable which means you can choose the complete package, or select one or more specific modules to fit your proposition.
To find out about a demonstration or trial for Dynamic Planner, please contact us. We look forward to hearing from you.
