Matt Ward talks to Helen Morrissey about how Defaqto is helping advisers to research the third way product market
Tell me about the new service? We have added income guarantee and capital data guarantee columns to the income drawdown product research area of our Aequos Online and Engage IFA research tools. This will allow IFAs to research the latest third way products on the market. Aequos is an online tool offered to IFAs to help them with their product research and recommendation work. The tool allows advisers to conduct a fact find and decide on the right type of product for their client. They can use it to search through many different types of product depending on the criteria that they have e...
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