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

Single pane of glass: Unifying communication supervision across channels

Single pane of glass: Unifying communication supervision across channels

Consolidates communications from multiple channels into a single, real-time dashboard

David Clee
clock 07 May 2025 • 4 min read
PA360: AI 'here now' and transforming adviser workflows

PA360: AI 'here now' and transforming adviser workflows

‘AI is not coming for your jobs’

Sahar Nazir
clock 01 May 2025 • 2 min read
AI tech providers see advice firm client numbers swell

AI tech providers see advice firm client numbers swell

Adviser tech providers reveal how AI is driving efficiency, scalability, and personalised service

Sahar Nazir
clock 30 April 2025 • 4 min read