Defaqto Engage

Tatton tops most recommended MPS list

Tatton Core Active remained the most recommended platform managed portfolio solution (MPS) in the third quarter of the year, gaining 15.97% of the top 10 share.
Free access to Engage attracts SimplyBiz members

Members of adviser support network SimplyBiz have adopted more than 1,000 Defaqto Engage licenses since it offered free access to an enhanced version of the Financial Planning system five months ago, the firm said.
Defaqto adds video calling to FP software
Defaqto Engage adds over 1,000 risk-rated DFMs
Defaqto launches income drawdown tool
Defaqto adds client ESG preference tool to Engage
Defaqto adds fund analysis tools to Engage
Defaqto Engage integrates with Iress Xplan
Defaqto launches product and platform switching tool
Defaqto readying revamp of Engage Planning software
Defaqto integrates Engage with Plannr CRM
60/40 multi-asset solutions return to popularity
SimplyBiz offers Defaqto Engage free to member firms
Tatton tops most recommended MPS table

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