MiFID II cost analysis now on Defaqto fintech
- Thursday, 05 September 2019
- Articles
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.
Read more...Defaqto releases guide to pensions drawdown
- Thursday, 04 July 2019
- Articles
IFA Defaqto has released an updated version of its annual guide to pensions drawdown, in conjunction with Prudential.
Read more...Financial Planning firm makes managed portfolio appointment
- Thursday, 11 April 2019
- Articles
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.
Read more...‘No job losses’ in SimplyBiz Defaqto takeover
- Wednesday, 20 March 2019
- Articles
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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