Consumer Duty
Defaqto launches Consumer Duty profiles for 20 MPS portfolios
Now available in Defaqto Engage and Centra software
Advice firms launch organisation to tackle sustainability issues
With mental health in the workplace being chosen as initial engagement focus
P1 Platform launches customer app
To improve adviser’s relationships with clients
When advisers question their platform, the answers better be good
As advisers expect the platforms they use to support them on securing good client outcomes