SimplyBiz announces major tech upgrade for member firms

We're delighted to announce some exciting news for our member firms this morning - complimentary access to Defaqto's newly enhanced 'Engage' system.

The end-to-end solution, which is used by a third of UK advisers, features a breadth of comprehensive and connected functionality, including cashflow planning, client risk and ESG, portfolio design, product research, retirement income and pension switching, and a full suite of suitability reports. 

Read the full announcement, including commentary from Neil Stevens, Neil Stevens, Joint CEO of SimplyBiz and Defaqto parent company, Fintel, in today's IFA Magazine here