MiFID II cost analysis now on Defaqto fintech

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.

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Defaqto Content: Servicing clients from end-to-end

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.

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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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Financial Planners: The key to a good CRM system

Financial Planning businesses play host to a plethora of data from fact finds, application forms, CRM systems and platforms but are planners taking full advantage of the potential of technology to improve efficiency?

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