Defaqto launches new pension switching tool for Engage
- Thursday, 16 January 2020
- Articles
Data and ratings provider Defaqto has unveiled a new Pension Switching add-on for its end-to-end Financial Planning tool, Engage Core.
Read more...Defaqto launches new suitability report template
- Tuesday, 29 January 2019
- Articles
Defaqto has launched suitability report templates within its Financial Planning system, Engage Core.
Read more...Defaqto adds to Engage Core service after adviser feedback
- Tuesday, 04 December 2018
- Articles
Financial data and ratings provider Defaqto has added Key Investor Information Document (KIIDs) and fund factsheets to its Financial Planning software system Engage Core.
Read more...Defaqto launches new Financial Planning tool for advisers
- Thursday, 14 June 2018
- Articles
Defaqto has launched a new tool aimed at Financial Planners and advisers.
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