Find out how we support fund managers
Our solutions assist your proposition development, and sales and marketing activity.
To discuss what we can do for you, contact us on 01844 295 546 or sales@defaqto.com
Showcase the quality of your proposition
In this crowded marketplace the quality of your proposition has become a greater differentiator than ever before.
Use our experience and expertise in the advised space to develop a powerful and unique proposition. Our solutions and extensive adviser network will also help you effectively communicate the value of your proposition and engage advisers.
Driving new customer and adviser acquisition and retention
We've developed a range of products and services to assist fund managers with their proposition development as well as sales and marketing activity.
Ratings
Defaqto Diamond Ratings and Star Ratings help fund managers demonstrate where their proposition sits in the market based on quality.How Ratings can help you
Sponsorship opportunities
Get in front of advisers with our publications, conferences, roadshows, webinars, newsletters, videos, podcasts and website ads.
More about sponsorship
Risk Ratings
We map funds against ten Defaqto Risk Ratings to help advisers match suitable multi-asset funds and DFM managed portfolios with their clients' mandates. More about Risk Ratings
Reach out to financial advisers through the wide range of popular resources we produce for them on an ongoing basis
Publications
Advisers download our free CPD-accredited guides and case studies to keep up with key trends and developments.
Events
Meet advisers and market your propositions directly at our CPD-accredited conferences and roadshows.
Ratings
Demonstrate the value of your proposition across your marketing campaigns through our independent ratings.
Insights
Sponsor our adviser-focused guides, case studies, webinars, videos and podcasts on topical issues and trends.