Defaqto looks to bring Unity to advice firm tech stacks

2 February 2026

The Empowering Advice Through Technology (EATT) conference saw Defaqto demonstrate their Defaqto Unity system, designed to replace fragmented tech stacks with a unified operating model.   The all-in-one system offers practice management, financial planning, product research and panels, and compliance in modules, which can be used in conjunction or taken as single units to complement...