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...
View from the front row
Project Libra unveiled
Including SJP and investment trusts
Spent two years at Sanlam
Will also assess FCA's actions