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.

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?