Defaqto has extended the capability of its end-to-end financial planning software by adding a MiFID II functionality in a bid to help advisers meet regulatory requirements.
The fintech firm said the Markets in Financial Instruments Directive II (MiFID II) portfolio cost analysis to Defaqto Engage includes a complete breakdown of costs. As well as a full MIFID II compliance...
Systems, controls, governance and culture
Following more reviews
Beyond the FCA's seven considerations
‘Ensure vulnerability is taken seriously’
For smaller and medium firms
'There will be more consolidation'
Fee-based revenue fell 13%