SimplyBiz announces major tech upgrade for member firms SimplyBiz announces major tech upgrade for member firms

21 Mar 2024

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

The latest from SimplyBiz

23 April 2024

SimplyBiz partners with Net Zero Now

Read more >

22 April 2024

Being an adviser has never been so exciting, but it is also more difficult than it's ever been

Read more >

17 April 2024

Working Lunch: Operating as a directly authorised business

Read more >

16 April 2024

Congratulations to FIBA UK, part of SimplyBiz, which has welcomed SWIG Finance to its lender panel!

Read more >