Insights

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.

Socially Responsible Investing – 3 things to consider

15 November 2017

Multi-asset funds: risk and suitability

15 November 2017