Defaqto adds client ESG preference tool to Engage
- Monday, 15 November 2021
- Articles
Adviser fintech firm Defaqto has added a new ESG client preference questionnaire and additional ESG data filters for DFM MPS and governed portfolios.
Read more...Fintel revenues up 10% as new strategy bears fruit
- Tuesday, 21 September 2021
- Articles
Fintel, owner of SimplyBiz and Defaqto, saw revenues up 10% year on year to £31.7m in the first half of 2021.
Read more...Fintel sells fund arm to Tatton in partnership deal
- Wednesday, 15 September 2021
- Articles
Fintel, owner of SimplyBiz and Defaqto, is to partner with Tatton Asset Management to provide a new range of services for adviser firms.
Read more...Boom in DFM sector driving down charges
- Tuesday, 06 July 2021
- Articles
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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