6th March 2019

Defaqto: Helping adviser firms face compliance challenges head on

Financial services regulation continues to present major compliance challenges and business opportunities for advice firms. Suitability reports are one of these challenges that financial planning tools can help with.

The right financial planning software supports adviser firms in their entire financial planning process – from risk profiling to fund research. It allows them to save time and focus on what they do best, advising their clients.

Defaqto is constantly investing in its Engage Core proposition, its new suite of suitability reports are there to help firms meet their regulatory obligations, whilst remaining in one workflow.

Back Office, Technology, Business Development

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AdviserTech LIVE! 2021: A new adviser mindset

Digital can transform the way you do business, you’ve probably already taken many of the difficult steps with video conferencing, document sharing, and e-signatures. However, there are many more efficiencies to be gained through selecting market-leading technology partners.

Dynamic Planner: How have people felt about risk in 2020? And how can advice firms best manage it for clients in future?

The suitability of financial planning and advice has, again and naturally, come into sharp focus against the backdrop of broader events this year.

Dynamic Planner: Solutions cater for clients taking regular income in retirement

Income in retirement, naturally, has always been a big issue for financial advice firms – and, according to commentators, is only going to get bigger in the regulator’s eyes in future.

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