Defaqto adds client ESG preference tool to Engage 

Adviser fintech firm Defaqto has added a new ESG client preference questionnaire and additional ESG data filters for DFM MPS and governed portfolios.


Fintel revenues up 10% as new strategy bears fruit

Fintel, owner of SimplyBiz and Defaqto, saw revenues up 10% year on year to £31.7m in the first half of 2021.


Fintel sells fund arm to Tatton in partnership deal

Fintel, owner of SimplyBiz and Defaqto, is to partner with Tatton Asset Management to provide a new range of services for adviser firms.


Boom in DFM sector driving down charges

A considerable growth in the number of available MPS solutions is helping to drive down charges, according to adviser data provider Defaqto.

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