Defaqto adds client ESG preference tool to Engage
- Monday, 15 November 2021
- Articles
Adviser fintech firm Defaqto has added a new ESG client preference questionnaire and additional ESG data filters for DFM MPS and governed portfolios.
Read more...Defaqto launches income drawdown tool
- Tuesday, 19 January 2021
- Articles
Data, ratings and technology provider Defaqto has launched an income drawdown tool for its Financial Planning software Defaqto Engage.
Read more...Defaqto Engage adds over 1,000 risk-rated DFMs
- Tuesday, 22 December 2020
- Articles
Adviser data and ratings provider Defaqto has added 1,047 risk-rated funds and DFM Model Portfolios to its Financial Planning software Defaqto Engage.
Read more...Defaqto adds video calling to FP software
- Wednesday, 10 June 2020
- Articles
Financial data provider Defaqto has today added video conferencing and screen sharing to its Financial Planning software Defaqto Engage.
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