Clients - Distributors

“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

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.

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.

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.

“Distribution Technology has a reputation for market-leading advice technology.  Dynamic Risk Profiler is being used as a core part of the advice process; bringing consistency to the business in terms of risk profiling and asset allocation.  This will support the business in its aim to meet and beat the regulator’s requirements under TCF.”
John Butterfield, Marketing & Communications Manager, Park Row

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.

“We are committed to investing in solutions that help us meet our customers’ needs and enable our group to grow and improve its operational efficiency. Access to Dynamic Planner will be a significant factor in helping us meet the increasing demands that will accompany our latest phase of growth. Many advisers across the UK have played at being fund managers at the expense of their clients.”
Chief Executive at Thinc Destini

“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.”
Phil Mogford, Openwork Programme Director