Fintel snaps up AKG and VouchedFor for £9.1m
- Tuesday, 14 November 2023
- Articles
Fintech and support services firm Fintel, the owner of SimplyBiz and Defaqto, has acquired professional advisers' review site VouchedFor and ratings provider AKG for a combined £9.1m.
Read more...Defaqto integrates Engage with Plannr CRM
- Monday, 06 November 2023
- Articles
Fintech Defaqto has integrated its part-owned new CRM fintech challenger Plannr with its financial advice software platform Defaqto Engage.
Read more...Defaqto readying revamp of Engage Planning software
- Thursday, 05 October 2023
- Articles
John Milliken, CEO of fintech Defaqto, has told Financial Planning Today that the company is planning to revamp the user experience and user interface of its Engage Financial Planning product.
Read more...Fraser Donaldson: DFMs see avalanche of new portfolios
- Tuesday, 03 October 2023
- Articles
Investment expert Fraser Donaldson of Defaqto writes a regular column on DFMs for Financial Planning Today magazine, our sister publication and this is his latest column in the current issue to give you a taste of the column. To view Fraser's past columns and lots more content in the magazine register and subscribe to the magazine. If you are not yet registered for Financial Planning Today website do so now to find out more. Registration is free.
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