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Defaqto launches Consumer Duty profiles for providers

Defaqto has launched a pilot of its Consumer Duty profiles for selected product providers in the personal pension, self-invested personal pension, and adviser platform space.

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Defaqto CEO: We want to understand advisers' needs even more

Ahead of Defaqto’s 30th birthday in April, chief executive John Milliken reflects with Hope Coumbe on the firm’s successes and challenges and outlines bold plans for its future in the financial planning world…

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Addition of cashflow modelling to Defaqto 'Engage' goes live

Defaqto has launched fully integrated cashflow modelling across its technology offering to advisers, as promised last month.

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Defaqto to add cashflow modelling to 'Engage' adviser tool in 2023

Defaqto will add cashflow modelling to its ‘Defaqto Engage’ tool from next year in a bid to offer a “fully integrated” financial planning service.

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