Displaying items by tag: engage
Friday, 01 March 2024 17:11
Defaqto adds easier SIPPs access to Engage
Fintech and data provider Defaqto has bolstered its Engage Financial Planning system, adding more tools and capability to provide an ‘all in one’ Financial Planning package.
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Thursday, 05 October 2023 10:58
Defaqto readying revamp of Engage Planning software
John Milliken, CEO of fintech Defaqto, has told Financial Planning Today that the company is planning to revamp the user experience and user interface of its Engage Financial Planning product.
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