MiFID II cost analysis now on Defaqto fintech
- Thursday, 05 September 2019
- Articles
Fintech firm Defaqto has extended the capability of its end-to-end Financial Planning software with the addition of MiFID II portfolio cost analysis ability.
Read more...Defaqto Content: Servicing clients from end-to-end
- Friday, 15 June 2018
- Sponsored Content
The right financial planning software supports advisers in their entire financial planning process. It allows them to save time and efficiently service clients throughout their lifecycle. It helps meet differing clients’ needs, whilst also providing evidencing documentation to help satisfy regulatory requirements, writes Remko Bijtjes, Commercial Director, Defaqto.
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...Financial Planners: The key to a good CRM system
- Tuesday, 28 June 2016
- Insight & Analysis
Financial Planning businesses play host to a plethora of data from fact finds, application forms, CRM systems and platforms but are planners taking full advantage of the potential of technology to improve efficiency?
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