EXPERT FINANCIAL PLANNING WITH NO LOOSE ENDS

One process from risk profiling to suitability report writing. Discover Defaqto Engage today. 

 

 

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SUPPORT

We provide free support and training for all Engage users. Contact us directly at  customersupport@defaqto.com or 01844 295544 Monday to Friday between 9am and 5:30pm.

 

 

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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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