Defaqto readying revamp of Engage Planning software

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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Defaqto launches product and platform switching tool

Defaqto has launched a new product and platform switching tool to help Financial Planners ensure clients’ investments provide fair value by removing time and complexity from pricing research.

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Defaqto Engage integrates with Iress Xplan

Ratings and fintech firm Defaqto has added integration with Iress back-office system Xplan.

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Defaqto adds fund analysis tools to Engage

Fintech Defaqto has added fund analysis tools to its Financial Planning tool Defaqto Engage to help them with due diligence.

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