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Defaqto has launched a new product and platform switching tool to help advisers boost business by showing clients their investments represent good price and value. The tool compares multiple platforms, GIAs, ISAs, Junior ISAs and bonds from Defaqto’s end-to-end financial planning software system Engage.
United-kingdomGlenn-porterPension-switchingConsumer-dutyDefaqto launches tool to make switching platforms easier
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Glenn-porterDefaqto launches product and platform switching tool | International Adviser
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