• Contact Us
Financial Planning Today
  • Home
    • About Us
      • About us
      • Advertising
  • News
    • Financial Planning News
    • Regulation
    • Professional Bodies
    • Wealth Management
    • Job News
    • Paraplanning
    • M&A News
  • Opinion
    • The Editor's Column
    • Mr Sipp - John Moret
    • Life Planning Founder George Kinder
    • Claire Trott
    • Guest Columnist
  • Features
    • Training and Events
    • Insight & Analysis
  • FP Today Magazine
  • Optimum
  • Jobs
  • Prudential retains lead on bond sales

    Prudential has retained its place at the top of the most recommended onshore bonds and the top recommended international bonds in the first half of 2026, according to the latest data from Defaqto.

  • Aviva and Quilter dominate adviser platforms in H1

    Aviva Platform and Quilter Investment Platform received over half (57%) of all recommendations made to the top 10 adviser platforms in the first half of 2026, according to data from users of Defaqto's Financial Planning system.

  • Defaqto reveals top 10 MPS funds in Q1

    Data and software provider Defaqto has revealed its adviser users' top 10, most recommended platform-sourced Managed Portfolio Solutions (MPS) by value for Q1.

  • Defaqto adds transfer accreditation ratings to Engage

    Adviser fintech Defaqto has added STAR transfer membership and accreditation ratings to its dataset for platforms in Defaqto Engage.

  • Aviva most recommended adviser platform in 2025

    Aviva was the most recommended adviser platform in 2025, followed closely by Quilter, according to a new report.

  • 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 adds video calling to FP software

    Defaqto Engage
  • Defaqto Engage adds over 1,000 risk-rated DFMs

    Defaqto Engage website
  • Defaqto launches income drawdown tool

    Pan Andreas, head of insight and consulting (funds and DFM) at Defaqto
  • Defaqto adds client ESG preference tool to EngageĀ 

    Defaqto's Pan Andreas
  • Defaqto adds fund analysis tools to Engage

    Defaqto Engage
  • Defaqto Engage integrates with Iress Xplan

    Defaqto Engage is an end-to-end Financial Planning software tool
  • Defaqto launches product and platform switching tool

    Defaqto offices
  • Defaqto readying revamp of Engage Planning software

    Defaqto CEO John Milliken
  • Defaqto integrates Engage with Plannr CRM

    Defaqto Engage website
  • 60/40 multi-asset solutions return to popularity

    Defaqto Engage
  • SimplyBiz offers Defaqto Engage free to member firms

    Neil Stevens, joint CEO of SimplyBiz and Defaqto parent company, Fintel
  • Tatton tops most recommended MPS table

    Defaqto Engage website

Key Links

  • Privacy Policy
  • Terms and Conditions
  • Contact us
  • Advertise
  • About
  • Contact the Newsdesk