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National IFA Pi Financial signs five-year deal with DT

To support investment process and MiFID II standards

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."
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."
  • Victoria McKeever
  • Victoria McKeever
  • @vickymckeever
  • 08 March 2018
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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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