Advisers will be able to access Dynamic Planner to risk profile their clients, build financial plans and assess potential investments, as well as use the new annual review functionality of Dynamic Planner Elements.
Ben Wright, business development director at Tenet, said: “Dynamic Planner is recognised as the market leading service in this space.
“As well as offering full integration with Intelligent Office, we feel that this deal will significantly enhance our offering, helping our members deliver an efficient and accurate service, as well as enriching their end-client experience of the risk profiling, planning and annual review process.”
Ben Goss, CEO at Distribution Technology, said: “We are delighted to have entered into a long term partnership with Tenet and to have been selected as the default risk profiling and investment process across the Tenet brands.
“We are looking forward to supporting firms with Dynamic Planner and our new, upgraded Elements, to help firms deliver great client reviews and meet MiFIDII obligations”.