Addition of cashflow modelling to Defaqto 'Engage' goes live

Platform says cashflow modelling is ‘more fundamental than ever before’

Hope William-Smith
clock • 1 min read

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

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%) ...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Technology

Advisers should not be social media stars… but should learn from them

Advisers should not be social media stars… but should learn from them

‘Engaging with new formats is not a vanity project for advisers anymore’

Justin Cash
clock 21 May 2024 • 4 min read
AI will 'help solve regulatory problems' for advice industry

AI will 'help solve regulatory problems' for advice industry

AI can help the industry explain the value of advice to the FCA

Sahar Nazir
clock 14 May 2024 • 1 min read
'Huge amount' of AI hyperbole among industry

'Huge amount' of AI hyperbole among industry

‘Everyone is talking about AI, but no one really knows everything yet’

Isabel Baxter
clock 09 May 2024 • 1 min read