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Displaying items by tag: engage

Friday, 01 March 2024 17:11

Defaqto adds easier SIPPs access to Engage

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.

Published in Articles
Thursday, 05 October 2023 10:58

Defaqto readying revamp of Engage Planning software

John Milliken, CEO of fintech Defaqto, has told Financial Planning Today that the company is planning to revamp the user experience and user interface of its Engage Financial Planning product.

Published in Articles

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