Defaqto Financial Planning software adds ESG filters
- Wednesday, 10 March 2021
- Articles
Adviser data provider Defaqto has added ESG filters to 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...DFMs need to improve client onboarding - survey
- Friday, 03 April 2020
- Articles
Discretionary Fund Managers need to improve their client onboarding processes, according to a survey of adviser satisfaction.
Read more...Defaqto launches new Financial Planning tool for advisers
- Thursday, 14 June 2018
- Articles
Defaqto has launched a new tool aimed at Financial Planners and advisers.
Read more...