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Walker Crips Funds
NewsPress Release
August 29, 2018

Walker Crips adds Model Portfolios

Walker Crips has added its ALPHA: r² model portfolios to Distribution Technology’s ‘Dynamic Planner’ platform,…
Glenn Bryant
Love12
Dynamic Planner Press and Media
NewsPress Release
July 24, 2018

New Business Development Director

Dynamic Planner has appointed Nick Lee as their new Director of Business Development. Nick had…
Glenn Bryant
Love10
Chris Jones Propositions Director at Dynamic Planner
NewsPress Release
July 16, 2018

Head of Investment Proposition joins

Chris Jones has joined Distribution Technology (DT) as Proposition Director for Dynamic Planner. In this…
Glenn Bryant
Love10
Trees For Life donation from Dynamic Planner
Charity
June 20, 2018

Giving back – with Trees for Life

Rather than commission just another corporate mug or notebook for June’s Conference, we decided to…
Glenn Bryant
Love6
Vitalityinvest partner with Dynamic Planner
FundsNewsPress Release
June 12, 2018

Exciting New Vitality Proposition

Vitality has partnered with Dynamic Planner to help launch VitalityInvest and enable people to close…
Glenn Bryant
Love15
Dynamic Planner screen with claret cover
Service
May 4, 2018

Dynamic Planner Update – May 2018

Our May release has just gone live, with the main thrust of work being around…
Joshua Knight
Love7
Dynamic Planner 15 Years Fireworks
News
April 27, 2018

Dynamic Planner – A 15 Year History

Distribution Technology (DT) was founded in 2003 because the vast majority of investments are made…
Glenn Bryant
Love8
Risk Targeting Uncertain Times displayed as chess pieces
News
April 23, 2018

Webinar – Risk Targeting in Uncertain Times

A joint webinar with 7IM and Schroders on the subject of ‘Risk Targeting in Uncertain…
Glenn Bryant
Love8
Dynamic Planner screen with claret cover
Service
April 10, 2018

Dynamic Planner Update – April 2018

The April release of Dynamic Planner is now live for all our users to access,…
Joshua Knight
Love7
Dynamic Planner Press and Media
Press Release
March 31, 2018

Pi Financial Selects Dynamic Planner In Five-Year Deal

Under the deal, Shropshire-based Pi Financial will make Dynamic Planner available to its family of…
Glenn Bryant
Love8
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  • Features
    • Client Profiling
      • Risk Profiling
      • Sustainable Investing
      • Client Access
    • Product & Platform Research
    • Fund Research
    • Cash Flow
    • Client Review
  • Adoption
    • Client Onboarding
    • Compliance
    • Digital Advice
    • Integrations
    • Pricing
    • Support
  • Resources
    • Blog
    • On Demand
    • Sustainability Hub
    • Content Hub
    • Case Studies
    • Press and Media
    • Open API
  • Events
    • Annual Conference 2023
    • Training Academies
    • Chatterjee’s Chatter
    • Solutions Webinars
      • Risk Profiled
      • Risk Target Managed
      • Decumulation
  • About
    • About
    • Our Team
    • Our Company
      • Culture
      • Vision and Values
      • Giving
    • Careers
    • Contact
  • Call: 0333 6000 500
  • Login
  • Request Demo