Distribution Technology Ltd.

Dynamic Planner is a UK-based company specializing in digital financial planning and advice technology. They offer a comprehensive platform used by over 40% of UK investment advice firms, making them the market leader. The company's award-winning platform is designed to streamline financial planning processes, ensure investment suitability, and increase efficiency for both advisers and their clients. Dynamic Planner's services include client profiling, annual reviews, recommendations, investment research, cash flow planning, integrations, and digital client engagement tools.

Dynamic Planner is dedicated to providing solutions that meet the needs of a rapidly evolving industry, particularly in light of the new Consumer Duty regulations. Their platform is designed to help firms demonstrate value, ensure suitability, foster client understanding, and provide ongoing support. The company also prioritizes corporate social responsibility, partnering with charities and promoting environmental initiatives. Their commitment to innovation and client-centric solutions makes Dynamic Planner a leading force in the UK financial planning landscape.

Dynamic Planner is a UK-based company that provides a digital platform for financial planning and advice. Their mission is to help firms match people with suitable investment solutions through engaging financial planning, bridging the financial advice gap and enabling people to fund the lives they want. They are dedicated to delivering a Consumer Duty-ready platform that helps advice and wealth firms scale, increase capacity, and engage with their clients through high-quality digital experiences and mapped investment solutions.

Dynamic Planner fosters a culture of engagement, empowerment, and going the extra mile. They encourage their employees to be passionate about their work and to take initiative, while also emphasizing collaboration and teamwork. The company prioritizes community involvement and sustainability, demonstrated through their partnerships with charities like Urban Synergy and Trees for Life, and their commitment to responsible resource management and emission reduction.

Dynamic Planner demonstrates a commitment to diversity, equity, and inclusion through various initiatives. They partner with Urban Synergy, a youth empowerment charity, to offer internships to Black Minority Ethnic and disadvantaged young people, providing guidance, work experience, and mentoring. They also actively support multiple fundraising activities for charities and are recognized for their commitment to sustainable income generation for UK charities through payroll giving. Their values of engagement, empowerment, and going the extra mile are a core part of their company culture, fostering a diverse and inclusive working environment.