National IFA Pi Financial signs five-year deal with DT

Shropshire-based Pi Financial's 100-plus advisers and 150-strong back office staff will use Dynamic Planner to support with investment processes and suitability requirements under the second Markets in Financial Instruments Directive (MiFID II). The IFA said the software was selected as part of a rigorous assessment of the market because of its robust investment process. "Having reviewed the market, Dynamic Planner stood out as the service that enables us to align the client's objectives and attitude to risk to appropriate investments," said Pi Financial managing director Tim Sutcliff...