Defaqto has extended the capability of its end-to-end financial planning software by adding a MiFID II functionality in a bid to help advisers meet regulatory requirements.
The fintech firm said the Markets in Financial Instruments Directive II (MiFID II) portfolio cost analysis to Defaqto Engage includes a complete breakdown of costs. As well as a full MIFID II compliance...
'UK investment case remains strong'
'No viable alternative'
Assist customers to get better deal
3 March 2020
CIO Stephen Jones will take up UK duties on an interim basis