Defaqto expands Engage as ‘all in one’ Planning package
- Thursday, 29 February 2024
- Articles
Fintech and data provider Defaqto has bolstered its Engage Financial Planning system, adding more tools and capability to provide an ‘all in one’ Financial Planning package.
Read more...Defaqto launches integrated cashflow modelling
- Tuesday, 10 January 2023
- Articles
Financial Planning software and data provider Defaqto has added integrated cashflow modelling to its Financial Planning software Engage.
Read more...Defaqto to add cashflow modelling to Engage package
- Thursday, 08 December 2022
- Articles
Financial Planning software and data provider Defaqto will bolt on a comprehensive cashflow modelling tool to its Engage Financial Planning system from next year.
Read more...Fintel sells fund arm to Tatton in partnership deal
- Wednesday, 15 September 2021
- Articles
Fintel, owner of SimplyBiz and Defaqto, is to partner with Tatton Asset Management to provide a new range of services for adviser firms.
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