We are delighted to announce that The Adviser Centre’s research is now featured within Distribution Technology’s Dynamic Planner®.

Our factsheets are now live within the enhanced fund search engine of Dynamic Planner® and can be downloaded to assist intermediary users to complete their fund selection due diligence and client records, quickly and efficiently, all within one place.

City Financial committed to this initiative because of the importance of Dynamic Planner® to many of our existing and potential clients. More than 3,000 advisers regularly use Dynamic Planner® to profile, plan and manage their wealth clients, and on a busy day it will support the creation of over 1,000 pieces of wealth advice.

Chris Fleming, Director of Financial Analytics at Distribution Technology, commented that, “We are pleased to be working with The Adviser Centre who we chose because of the quality and usability of its fund research and the well-respected and experienced team behind it”.

We continue to work closely with the team at Distribution Technology on this and other initiatives.

More information on Dynamic Planner® can be found at www.distribution-technology.com or you can call Chris Fleming or Jim Henning on 0118 903 5850.

We always welcome your thoughts and feedback so please feel free to contact The Adviser Centre team on info@theadvisercentre.co.uk.