Support for all. Starting with consumers.
Everything we do is designed to cut through complexity for consumers. Impartial ratings and reviews. Extensive financial product and market intelligence. Innovative technology. All working in harmony to make sure financial products truly suit people’s needs.
We make it easy for consumers to compare products. We help product providers build relevant propositions. And we support advisers in their selections and recommendations.
As an independent organisation, we work for everybody. By raising industry standards, we support better outcomes for all.
Financial Advisers
Serve more clients, more efficiently, with our comprehensive data and tailored software and solutions.
Insurers
Stay competitive while supporting your product governance: use our expertise to develop insight-driven propositions.
Asset Managers
Differentiate your proposition in a crowded market so you can increase your assets under management.
Wealth & Protection Providers
Create propositions that bring value and peace of mind to consumers, and distribute them to thousands of advisers.
Comparison Websites
Make it easier for customers to pick the right product, with meaningful details and impartial ratings.
Banks
Track competitors’ interest rates, charges and lending criteria, so you can quickly respond to any changes in the market.
Relevant products
Channel our insight and expertise at every stage of the financial journey.
Engage
Deliver smart financial advice, from start to finish. Model cashflow projections, create risk profiles, conduct investment research, generate reports and oversee client reviews – all from one place.
Matrix
See how your propositions stack up against your competitors’ offerings. Our software keeps you up to date, giving you the insight to create standout products and respond quickly to market changes.
Compare
Check the features, cover levels and fees of multiple financial products in an instant. Compare helps consumers make informed decisions, and gives product providers a way to demonstrate the value of propositions.
Data Services
Get deeper insight with our market-leading data. Make more comprehensive comparisons with details of the latest rates, features and add-ons, or use as an input for other Software as a Service applications.
Star Ratings
Our recognised standard, trusted by consumers and industry alike. Star Ratings assess the features and benefits of more than 10,000 financial products, helping you guide customers effectively and improve conversion rates.
Diamond Ratings
Assess the quality and performance of any given fund at a glance. With a clear and consistent scoring approach, Diamond Ratings make it easy to understand where a fund or MPS family sits in the market.
Service Ratings
Compare the quality of service across multiple product providers. Use our ratings to communicate the quality of your own service. Or – as a Financial Adviser – to support your product selection and recommendation process.
Risk Ratings
Align a fund or MPS portfolio to a client’s agreed level of risk. Use the ratings to quickly assess risk positions and deliver compliant advice. Or – as an Asset Manager – to showcase the suitability of your products.
Investment Reviews
Get the full story behind an investment solution. Use our detailed accounts of the people, processes and philosophy involved for a comprehensive and unbiased assessment of its value.
What can we do for you?
Call us today on 01844 295 546 or email sales@defaqto.com and let's start a conversation.
