News & Views

Fund Reviews launch in Defaqto Engage

Investment News for Financial Advisers and Paraplanners

17 Sep 2019

Fund Reviews launch in Defaqto Engage

Available to advisers through Defaqto’s end-to-end financial planning tool, Engage, Defaqto Fund Reviews combine detailed quantitative and qualitative data to produce an in-depth report on not just fund families but also single funds. These can also be used by fund managers to provide more information to advisers beyond the fund fact sheet or KIID.

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