Insights
We offer a range of thought-leadership content, news and updates to support your day-to-day activity.
The evolution of DFM due diligence
22 October 2018
Fraser Donaldson looks back at the evolution of the selection process for advisers for discretionary fund management proposition.
Defaqto wins adviser voted award for the Leading Independent Planning Tool Provider
09 October 2018
Defaqto has won the Leading Independent Planning Tool Provider category at Schroders UK Platform Awards 2018.
Defaqto’s Engage Core integration with Intelliflo’s Intelligent Office
01 October 2018
Integration between Intelliflo’s Intelligent Office and Engage Core improves accuracy for advisers and enables them to see a clear picture of their clients’ portfolio in order to offer great advice to their clients.
What to consider when it comes to fund suitability
11 September 2018
In this article we cover how to align portfolios to individuals and the differences in fund-selection approaches, as well as why different models work differently for risk profiles.
Technology: Servicing clients from end-to-end
01 August 2018
Financial planning software should support advisers in their entire financial planning process and allow them to save time and effectively service clients throughout their lifecycle.