View more on these topics

IN Partnership adopts Defaqto’s Aequos Engage

IN Partnership is to provide Defaqto’s Aequos Engage product selection tool as part of its partnership package.

Following a review of all aspects of its business, IN Partnership has decided to move away from its long-standing supplier in favour of Defaqto.

Defaqto’s Aequos Engage was launched earlier this year and is specifically designed for use by IFAs. The product covers pension, protection and investment products can be used online or downloaded for remote use. It also has the capability of seamless integration with back office CRM systems and web-based quotation portals.

Roger Perry, national account manager at Defaqto, says: “We are absolutely thrilled that IN Partnership’s evaluation of our product against the competition has led to their decision to switch to Aequos Engage. This powerful product selection tool will help empower IN Partnership’s partners to continually meet the challenges posed by regulation and product complexity.”

Anita White, business development director at IN Partnership, says: “We have always endeavoured to remain at the forefront of IT development and thus provide our members with the latest software that will enable them to offer an unrivalled service to their clients. We believe that the adoption of Defaqto is a move that will strengthen the network’s offering to its advisers and give added-value to them.”

Recommended

Paymentshield said I would have to write to my clients

From SM Foster I write regarding recent articles in Mortgage Strategy concerning Paymentshield and its non-payment of renewal commissions. I am in a similar position to that of Sue Lambert-Hope, having had my renewal commissions stopped. But the reason given by Paymentshield was that I was no longer registered with the FSA. After pointing out […]

Moneypilot goes for Trigold

Online financial advice provider moneypilot.co.uk has chosen Trigold as its exclusive mortgage sourcing system. Moneypilot. co.uk allows customers to access mortgage and insurance advice through an online and telephone session, now enabled by Trigold software.

Mortgage clubs redress the balance of power

Since they came into existence, mortgage clubs and networks have been at the forefront of promoting the interests of intermediaries and their customers.

Bolton leads bidding for Kylie concert tickets

Kylie, as an ambassador for the National Society for the Prevention of Cruelty to Children, has reserved the tickets for her concert on January 5 next year at Wembley Arena. Bolton says: “Kylie is such a fantastic star and this is such a worthy cause, how could edeus not put in an offer?” Ian Balfour, […]

Newsletter

News and expert analysis straight to your inbox

Sign up