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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Defaqto launches new Financial Planning tool for advisers

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

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