Defaqto expands Engage to include all tech required for advice

Engage now includes cash flow planning, risk profiling, protection research, suitability report production, and customer relationship management integrations in a single package, without the need for additional licensing, the firm said. Chief executive John Milliken said: "We know that running an IFA business is becoming increasingly challenging. The amount of regulation is increasing, there are macroeconomic headwinds and the cost of doing business is going up. "Defaqto Engage enables smarter financial planning by guiding practitioners through an auditable financial planning process ...