The right financial planning software supports advisers in their entire financial planning process. It allows them to save time and efficiently service clients throughout their lifecycle. It helps meet differing clients’ needs, whilst also providing evidencing documentation to help satisfy regulatory requirements, writes Remko Bijtjes, Commercial Director, Defaqto.

Defaqto has launched a new tool aimed at Financial Planners and advisers.

Financial information firm Defaqto has announced the launch of its 2018 guide to analysing default funds, in conjunction with NEST.

Independent financial information firm Defaqto has launched a new guide to drawdown, with Prudential.