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  • Zahid Bilgrami

    Defaqto CEO Bilgrami to step down

  • Pan Andreas, head of insight and consulting (funds and DFM) at Defaqto

    Planners feel supported by DFMs but service lacking

  • Pan Andreas

    Defaqto Financial Planning software adds ESG filters

  • Fintel's website

    Revenues dip at Fintel as it seeks acquisitions

  • Ken Davy will continue involvement with the firm and will now take on the role of deputy chairman

    Fintel chairman Davy steps down

  • According to Defaqto, on 1 April 2020 there were 79 providers with 129 SIPP products, a small but significant fall from the previous year

    Exclusive: Number of SIPP providers falls to decade low

  • Defaqto DFM expert Fraser Donaldson

    Boom in DFM sector driving down charges

  • Fintel website

    Fintel sells fund arm to Tatton in partnership deal

  • Profit before tax rose 12% to £6.0m (H1 2020: £5.4m).

    Fintel revenues up 10% as new strategy bears fruit

  • Defaqto's Pan Andreas

    Defaqto adds client ESG preference tool to Engage 

  • SimplyBiz rebranded as Fintel in March

    Fintel returns to positive net cash position after re-focus

  • Defaqto's Patrick Norwood

    Defaqto adds investment trust Diamond ratings

  • SimplyBiz rebranded as Fintel in March 2021

    Fintel EBITDA up 6% as profits recover

  • Defaqto Engage

    Defaqto adds fund analysis tools to Engage

  • The reviews are available on Defaqto’s adviser website and through its Financial Planning software Defaqto Engage.

    Defaqto adds investment trust reviews

  • Defaqto Engage is an end-to-end Financial Planning software tool

    Defaqto Engage integrates with Iress Xplan

  • Defaqto website

    Defaqto to launch more reg-focused services

  • Fintel owns Defaqto and SimplyBiz

    Fintel revenue growth stalls but profits rise

  • Defaqto Engage website

    Defaqto to add cashflow modelling to Engage package

  • Defaqto Engage website

    Defaqto launches integrated cashflow modelling

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