MiFID II cost analysis now on Defaqto fintech

Fintech firm Defaqto has extended the capability of its end-to-end Financial Planning software with the addition of MiFID II portfolio cost analysis ability.

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Defaqto releases guide to pensions drawdown

IFA Defaqto has released an updated version of its annual guide to pensions drawdown, in conjunction with Prudential.

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Financial Planning firm makes managed portfolio appointment

Smith & Williamson has been appointed by Truro-based independent financial advisers Worldwide Financial Planning to provide its 5-star Defaqto rated managed portfolio service to clients. 

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‘No job losses’ in SimplyBiz Defaqto takeover

Defaqto has moved to reassure staff that there will be no job losses as a result of its takeover by SimplyBiz.

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