Defaqto launches ESG fund reviews
- Friday, 14 August 2020
- Articles
Defaqto has added ESG reviews to its Financial Planning software Defaqto Engage.
Read more...Income drawdown clients could face 'perfect storm' - report
- Thursday, 16 July 2020
- Articles
The Coronavirus pandemic has created the 'perfect storm' for those in income drawdown and many may never fully recover from the impact, according to a new report.
Read more...Defaqto adds video calling to FP software
- Wednesday, 10 June 2020
- Articles
Financial data provider Defaqto has today added video conferencing and screen sharing to its Financial Planning software Defaqto Engage.
Read more...Planners move beyond cost comparison for platform selection
- Tuesday, 12 May 2020
- Articles
Financial Planners are no longer using cost as the main factor when selecting platforms, according to evidence in the latest Platform Report in the current Financial Planning Today magazine.
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