Solutions for financial advisers

Supporting your delivery of compliant, professional and efficient advice is our priority - and our solutions assist advisers' daily work with clients as well as key business decisions and processes: 

Defaqto Engage

Get integrated product, platform and fund research to support your client advice process and create a clear audit trail for compliance purposes.

Panel support

Take advantage of our one stop shop panel construction and maintenance support service - helping strengthen your client advice proposition and manage regulatory risk as well as enabling efficient distribution of your panel across your business.

Suitability Report Writer

Giving you a smarter, more cost effective and compliant approach to producing your suitability reports.

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