7 new categories added to Defaqto 2019 Ratings

Ratings and data firm Defaqto has added seven new categories to its annual Star and Diamond ratings published this month.

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Defaqto launches new suitability report template

Defaqto has launched suitability report templates within its Financial Planning system, Engage Core.

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Defaqto adds to Engage Core service after adviser feedback

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

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DFMs ‘on the way up’ says Defaqto expert

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

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