Defaqto is launching a new rating service to help advisers assess early stage funds and portfolios that have yet to build up an established performance history.

Defaqto has expanded its Matrix 360 market intelligence platform into the wealth and protection areas.

Fintech and adviser support services firm Fintel, owner of SimplyBiz and Defaqto, has reported profits up 11.2% to £11.8m in the six months to 30 June.

Prudential has retained its place at the top of the most recommended onshore bonds and the top recommended international bonds in the first half of 2026, according to the latest data from Defaqto.

Royal London, Aviva and Quilter were the most recommended personal pensions in the first half, based on adviser recommendations flowing through Defaqto's Financial Planning software system Engage.

Aviva Platform and Quilter Investment Platform received over half (57%) of all recommendations made to the top 10 adviser platforms in the first half of 2026, according to data from users of Defaqto's Financial Planning system.

Assets under management and administration in the adviser platform sector rose 8% year-on-year (as at 26 March), according to a report from industry data provider and support firm Defaqto.

Several Financial Planning and wealth management companies have won 2026 Client Experience Awards from ratings firm VouchedFor which uses consumer reviews to rate advice firms.

Data and software provider Defaqto has revealed its adviser users' top 10, most recommended platform-sourced Managed Portfolio Solutions (MPS) by value for Q1.

Adviser investment platform Fundment has topped a new survey of advisers, outperforming more established providers on adviser service despite not being among the most widely used platforms.

Aviva was the most recommended adviser platform in 2025, followed closely by Quilter, according to a new report.

Fintech and adviser support services firm Fintel, owner of SimplyBiz and Defaqto, said profits grew 17% last year to £25.9m, up from £22.2m in 2024.

Fintech and data provider Defaqto has launched a single technology platform encompassing practice management, financial planning, product research/panels, and compliance.

Fintech and adviser support services firm Fintel has splashed out £11m to buy Pearson Ham Group’s market pricing business.

Royal London and Aviva continued to hold their positions as the most recommended personal pension and SIPP providers by advisers in the first half of this year.

Fintech and adviser support services firm Fintel, owner of SimplyBiz and Defaqto, said group revenue increased by 18.6% to £42.4m in the six months to the end of July.

Quilter was the most recommended adviser platform in the first half of 2025, maintaining the top spot for the second consecutive period, according to a new report.

The Managed Portfolio Services market has expanded and diversified so rapidly that MPS portfolios are likely to have overtaken multi-asset funds in total recommendations, according to new data.

Network Validpath has appointed experienced professional Roger Perry to spearhead the expansion of its proposition for IFAs.

Fund rating agency RSMR has announced new fund ratings for 24 funds, which it said are a mixture of active and passive funds and two multi-asset fund ranges.