Financial data and ratings provider Defaqto has added Key Investor Information Document  (KIIDs) and fund factsheets to its Financial Planning software system Engage Core.

An insight expert for Defaqto has claimed discretionary fund managers (DFMs) are on the way up.

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.