Defaqto expands Engage as ‘all in one’ Planning package

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.

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Defaqto launches integrated cashflow modelling

Financial Planning software and data provider Defaqto has added integrated cashflow modelling to its Financial Planning software Engage.

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Defaqto to add cashflow modelling to Engage package

Financial Planning software and data provider Defaqto will bolt on a comprehensive cashflow modelling tool to its Engage Financial Planning system from next year.

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Fintel sells fund arm to Tatton in partnership deal

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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