TECHNOLOGY IN YOUR BUSINESS
2022
3758 Centra licenses
2020
March
• Enhanced Fund Research
April
• X plan integration
Also coming this year
• Cash flow modelling
• Product & platform switching
April
• Enhanced Risk Profiling and Client Research workflow
• Launch of Skype functionality within Centra
2021
May
• New investment solution layout
June
• Launch of new video meeting functionality
August
• New Client Summary Report launched featuring performance , asset allocation and risk profile
October
• Updates to the home page , notifications and the projection graph
• Launch of Defaqto ATR questionnare
• New suitability content for pension switching and MiFiD costs
• Updates to Summary Report
January
• New enhancements to administration
• Enhancements to Multi Suitability Hub
March
• New ESG and filters within investment workflows
May
• New release of income drawdown functionality including ATR questionnaire and email function
November
• New ESG questionnaire and new graphical analysis
• New ESG filters incorporated within DFM MPS workflow
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