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%) ...

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