Addition of cashflow modelling to Defaqto 'Engage' goes live

Announcing the launch today (10 January) chief commercial officer Glenn Porter said cashflow modelling is "arguably more fundamental than ever before" in the face of the ongoing cost-of-living crisis. "Advisers will be having important and potentially difficult conversations with clients," he added. "Those conversations will benefit from the support of technology that uses advanced automation, integration and a consistent methodology." The cashflow modelling is part of Defaqto's ongoing investment into its technology offering, Engage, which currently services just under a third (30%) ...