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.
Read more...Defaqto launches product and platform switching tool
- Tuesday, 26 September 2023
- Articles
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.
Read more...Defaqto Engage integrates with Iress Xplan
- Monday, 20 June 2022
- Articles
Ratings and fintech firm Defaqto has added integration with Iress back-office system Xplan.
Read more...Defaqto adds fund analysis tools to Engage
- Thursday, 24 March 2022
- Articles
Fintech Defaqto has added fund analysis tools to its Financial Planning tool Defaqto Engage to help them with due diligence.
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