Displaying items by tag: Defaqto
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.
Defaqto launches Consumer Duty Profiles pilot
Data and research provider Defaqto - which provides Engage Financial Planning software - has launched a pilot for new Consumer Duty Profiles for selected product providers in the personal pension, SIPP and adviser platform spaces.
Defaqto adds Consumer Duty Profiles for MPS
Fintech and data provider Defaqto has unveiled new independent Consumer Duty Profiles for the top 20 most-frequently recommended discretionary MPS portfolios.
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.
SIPP market sees 15 new products
The SIPP market saw 9 products pulled but 15 new plans launched during the 2022/23 fiscal year, according to an exclusive report for Financial Planning Today magazine, a sister publication to SIPPs Professional.
Defaqto adds integrated cashflow modelling to Engage
Financial Planning software and data provider Defaqto has added integrated cashflow modelling to its Financial Planning software Engage.
Defaqto adds client ESG preference tool to Engage
Adviser fintech firm Defaqto has added a new ESG client preference questionnaire and additional ESG data filters for DFM MPS and governed portfolios.
Number of SIPP providers falls to decade low
The number of providers in the SIPP sector has fallen to its lowest level in nearly a decade due to a wave of mergers and takeovers, according to new data.
Both provider and product numbers are at their lowest levels since 2012, data produced for the latest issue of Financial Planning Today magazine, out later this week, reveals.
Since the start of 2020 there has been a fall in the number of SIPP products and providers, despite there being a steady growth in numbers prior to 2020.
Defaqto Engage adds over 1,000 DFM funds
Adviser data and ratings provider Defaqto has added 1,047 risk-rated funds and DFM Model Portfolios to its Financial Planning software Defaqto Engage.
Income drawdown clients could face 'perfect storm' - report
The Coronavirus pandemic has created the 'perfect storm' for those in income drawdown and many may never fully recover from the impact, according to a new report.