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  • Tatton tops most recommended MPS list

    Tatton Core Active remained the most recommended platform managed portfolio solution (MPS) in the third quarter of the year, gaining 15.97% of the top 10 share.

  • Free access to Engage attracts SimplyBiz members

    Members of adviser support network SimplyBiz have adopted more than 1,000 Defaqto Engage licenses since it offered free access to an enhanced version of the Financial Planning system five months ago, the firm said.

  • Defaqto Engage

    Defaqto adds video calling to FP software

  • Defaqto Engage website

    Defaqto Engage adds over 1,000 risk-rated DFMs

  • Pan Andreas, head of insight and consulting (funds and DFM) at Defaqto

    Defaqto launches income drawdown tool

  • Defaqto's Pan Andreas

    Defaqto adds client ESG preference tool to EngageĀ 

  • Defaqto Engage

    Defaqto adds fund analysis tools to Engage

  • Defaqto Engage is an end-to-end Financial Planning software tool

    Defaqto Engage integrates with Iress Xplan

  • Defaqto offices

    Defaqto launches product and platform switching tool

  • Defaqto CEO John Milliken

    Defaqto readying revamp of Engage Planning software

  • Defaqto Engage website

    Defaqto integrates Engage with Plannr CRM

  • Defaqto Engage

    60/40 multi-asset solutions return to popularity

  • Neil Stevens, joint CEO of SimplyBiz and Defaqto parent company, Fintel

    SimplyBiz offers Defaqto Engage free to member firms

  • Defaqto Engage website

    Tatton tops most recommended MPS table

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