Sumus has announced that it will offer Defaqto’s Aequos Engage product search and selection tool to its members.
The system will fully integrate with Sumus’ front office, providing portal suppliers and affiliated businesses with a seamless business process.
Defaqto national accounts manager Roger Perry says, “We are naturally very pleased to be selected as one of Sumus’ preferred suppliers and look forward to working closely with member firms. Aequos Engage has proved itself to be extremely effective in assisting IFAs to identify the right products for their customers and in providing the necessary compliance documentation”.
Sumus head of group development Steve Gazard says: “Engage will form an integral part of our ‘Preferred Technology Initiative’ in 2007. We have spent many months researching the providers and are delighted with the deal we have put together with Defaqto.”