HELPING YOU DELIVER SUITABLE FINANCIAL ADVICE

Defaqto supports your advice with Engage Core, our end-to-end financial planning software. Our expert ratings help you make better informed recommendations and we also inform you of the latest industry trends with our events, publications and market insights.

 

 

 

 

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WANT TO SEE HOW ENGAGE CORE COULD HELP YOU DELIVER CLIENT-CENTRIC ADVICE?

Get in touch and we will set up a convenient time to walk you through all the exciting new functionality in Engage Core, tailored to your business.

You can either call us 0808 1000 804, email sales@defaqto.com or click below to arrange a demonstration.

  

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EVENTS

CPD-accredited events providing independent analysis, commentary and insight across a comprehensive range of industry topics.

 

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INSIGHTS

Short, expert articles, facts and useful information on all financial topics – from investor behaviours to fund selection.

 

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PUBLICATIONS

In-depth, CPD-accredited ‘how to’ guides, case studies and independent market reviews, written by our team of experts.

 

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STAR RATINGS

Demonstrate the comprehensiveness of products and propositions across a wide range of areas from pensions to DFMs.

 

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DIAMOND RATINGS

Show at a glance how a fund or fund family performs in comparison to the rest of the market, to support good client outcomes.

 

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SERVICE RATINGS

An overall assessment of service, by advisers for advisers, to help inform provider choice decisions.

 

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