Distribution Technology
Client Login Buy

0844 850 1780

Menu

Profile

Want to assess suitability with quality risk profiling tools? We can help.

As the market leader in risk profiling, we fully support the FCA’s approach towards assessing suitability of the risk a customer is willing and able to take. That’s why risk profiling sits at the heart of everything we do at Distribution Technology.

risk bar2
As an adviser, you can use the risk profiling tools within Dynamic Planner to establish the risk your client is willing and able to take, select and agree a risk profile with them and create a portfolio to match it.

Find out more about

Why DT?

AberdeenThe provision of risk profiling tools requires a deep understanding of technology, consumer psychometrics as well as investment and financial planning. It’s a rare combination and explains why for our risk profiling tools and services are best in class.

“DT wins leading platform-based planning tool provider’ at this year’s Aberdeen Platform Awards. The judging panel gave this award to Dynamic Planner for being the best ‘factory-fitted’ end-to-end toolset on platform that supports the full advice/financial planning process from risk profiling to asset allocation and fund selection”
Aberdeen Platform Awards 2012

Talk to us about risk profiling today.