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...
Could spell bottom for value, say experts
Follows 'an extended period of underperformance'
'Some people build walls'
Revisiting the portfolio debate
Helping advisers reassure clients
'Mentally prepare clients'
Existing users to see revamp
“Increasing reports” of harassment
Delayed by 12 months