Defaqto completes online rollout

The company says following a successful migration process, customers who previously received the Aequos database on CD, now receive either Aequos Engage, the IFA-dedicated database, or Aequos Online, which is more targeted at paraplanners and adviser platforms. Product enhancements to Aequos Engage have included adding equity release and Defaqto’s QuantRater, while there have been technical advances such as the ability to save session work, the integration with most of the main back-office systems and web-based quotation portals. Roger Perry, Defaqto’s adviser national account manager, ...