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Defaqto launches platform switching tool

Defaqto has launched a new product and platform switching tool to help advisers boost business by showing clients their investments represent good price and value. The tool compares multiple platforms, GIAs, ISAs, Junior ISAs and bonds from Defaqto’s end-to-end financial planning software system Engage.

Defaqto launches tool to make switching platforms easier

Defaqto launches tool to make switching platforms easier
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Client investment value the focus of new Defaqto adviser tool

A new planning tool aimed at financial advisers ensure their clients’ investments represent “good price and value has been launched by Defaqto.

Defaqto launches product and platform switching tool | International Adviser

Defaqto launches product and platform switching tool | International Adviser
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Alkaline Trio | Brooklyn Vegan NYC Shows

Alkaline Trio | Brooklyn Vegan NYC Shows
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