Defaqto wins adviser voted planning tool award

by | Sep 28, 2018

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Defaqto has won the Leading Independent Planning Tool Provider category at Schroders UK Platform Awards 2018.

According to Schroders, this award is for the independent planning tool available to advisers that they most value to support their proposition. It may be an end-to-end solution, or a planning tool for one or more links in the advice chain. The Defaqto planning tool won the largest number of votes from financial advisers.

Zahid Bilgrami, CEO at Defaqto, said: “We are very proud to have won this prestigious adviser voted award, and believe that all the hard work we have done enhancing our Engage proposition has been recognised by advisers.”

“We have developed Engage Core to support advisers in their entire financial planning process. It allows them to save time and efficiently service clients throughout their lifecycle. It helps advisers meet differing clients’ needs, whilst also providing evidencing documentation to help satisfy ever growing regulatory requirements.”

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