Financial information business Defaqto has upgraded its financial planning software solution Engage following feedback from advisers.
The firm said the new Engage Core offering would provide all financial advisers' financial planning tools in one end-to-end solution. The software helps advisers manage their financial planning process...
Partner Insight: Introducing the Architas education series for clients.
'Fewer than 1% of firms PROD-compliant' - Rory Percival
'Left holding the can'
'VCTs and EIS compared' panel
Letter to Women and Equalities Committee