National IFA Pi Financial signs five-year deal with DT

To support investment process and MiFID II standards

Victoria McKeever
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Ben Goss: "We are delighted to have been selected by Pi and look forward to working closely with the team and members to help them address MiFID II suitability requirements."
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Ben Goss: "We are delighted to have been selected by Pi and look forward to working closely with the team and members to help them address MiFID II suitability requirements."

National IFA Pi Financial has signed a five-year deal with Distribution Technology to use its risk-profiling software, Dynamic Planner, to support its investment process and MiFID II standards.

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...

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