Glenn Porter

Client investment value the focus of new Defaqto adviser tool

Your profession

Client investment value the focus of new Defaqto adviser tool

Consumer Duty compliance central to the development of new offering

clock 25 September 2023 • 1 min read
Addition of cashflow modelling to Defaqto 'Engage' goes live

Technology

Addition of cashflow modelling to Defaqto 'Engage' goes live

Platform says cashflow modelling is ‘more fundamental than ever before’

clock 10 January 2023 • 1 min read