SimplyBiz offers Defaqto Engage free to member firms
- Wednesday, 20 March 2024
- Articles
Adviser support network SimplyBiz is to offer free access to Defaqto’s Engage Financial Planning system to all its members.
Read more...60/40 multi-asset solutions return to popularity
- Wednesday, 10 January 2024
- Articles
The rise in popularity of Vanguard’s LifeStrategy 60% Equity multi-asset investment solution with advisers in 2023 challenges the myth that the old fashioned 60/40 strategy has had its day after a tough 2022, according to a new report.
Read more...Defaqto integrates Engage with Plannr CRM
- Monday, 06 November 2023
- Articles
Fintech Defaqto has integrated its part-owned new CRM fintech challenger Plannr with its financial advice software platform Defaqto Engage.
Read more...Defaqto readying revamp of Engage Planning software
- Thursday, 05 October 2023
- Articles
John Milliken, CEO of fintech Defaqto, has told Financial Planning Today that the company is planning to revamp the user experience and user interface of its Engage Financial Planning product.
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