Defaqto launches Consumer Duty Profiles for MPS
- Tuesday, 19 December 2023
- Articles
Fintech and data provider Defaqto has unveiled new independent Consumer Duty Profiles for the top 20 most-frequently recommended discretionary MPS portfolios.
Read more...Fintel snaps up AKG and VouchedFor for £9.1m
- Tuesday, 14 November 2023
- Articles
Fintech and support services firm Fintel, the owner of SimplyBiz and Defaqto, has acquired professional advisers' review site VouchedFor and ratings provider AKG for a combined £9.1m.
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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