Adviser data provider Defaqto has added ESG filters to its Financial Planning software Defaqto Engage.

Three in four financial advisers have felt supported by their preferred discretionary fund managers (DFM) during the Coronavirus pandemic but service has been lacking, according to a new report.

Zahid Bilgrami is to step down as CEO of technology and data provider Defaqto after eight years at the helm.

Data, ratings and technology provider Defaqto has launched an income drawdown tool for its Financial Planning software Defaqto Engage.