Simplybiz members adopt over 1,000 Defaqto Engage licenses

We're delighted to have seen more than 1,000 Defaqto Engage licences adopted by our member firms since an enhanced version of the financial planning system was added to its core membership package five months ago.

Forming part of our suite of technology solutions and designed to help advisers manage regulatory risk, increase efficiencies, and deliver better services to clients, Engage brings together a range of previously standalone modules, from risk profiling and cashflow modelling to pension, product, and platform switching, into a single package.

Read the full story, including comments from our Adviser Services Director, Marc Thompson, and Defaqto's CEO, John Milliken, in today's edition of The Intermediary, here:

https://theintermediary.co.uk/2024/09/simplybiz-members-adopt-over-1000-defaqto-engage-licenses/