Software

Our web-based, data-driven software solutions include:

Defaqto Engage

Supporting advisers' delivery of compliant, professional and efficient advice with integrated product, platform and fund research - all in one place.

Reduce your compliance risk and cost, evidence research and demonstrate value to clients, and save time through streamlining your research process.

Visit the Engage product page.

Defaqto Matrix

Instant, unbiased market and competitor intelligence for product providers.

Save time and cost when researching the market and identify market changes as they happen. Matrix also enables you to maximise the impact of your marketing activity - internally and externally - by helping you develop and back up your unique selling points and communicate them effectively.

Visit the Matrix product page.

Defaqto Compare

Drive sales conversions and customer retention through instant seller identification and straightforward communication of your product’s unique selling points. 

Compare also supports your customers’ brand experience by showing what your product offers compared to competitors’. In addition, it reduces your compliance risk and cost by, helping you evidence Treating Customers fairly outcomes through the timely provision of information to customers.

Visit the Compare product page.

 

 

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