Having access to the right research tools is more important than ever in the post-RDR world. Solutions need to provide access to comprehensive data AND offer the functionality to enable advisers to thrive in the new advice era – ultimately, to support professional, efficient and compliant advice. 

New Defaqto Engage does just that.

It provides integrated product, platform and fund research all in one place. Whether you are independent or restricted, the breadth and depth of data within Defaqto Engage and its advanced functionality provides a market-leading solution to support you to thrive post-RDR.

Download a factsheet with more information

Why subscribe to Defaqto Engage?

Defaqto Engage

• Saves you time by streamlining your research process and standardising workflow and outputs – enabling you to spend more, and chargeable, time with clients.
• Helps reduce your compliance risk and cost by providing a clear and robust audit trail to help you meet FCA requirements.
• Helps you evidence research and demonstrate value to clients by providing access to our unique breadth and depth of data, advanced functionality to support your advice process, and client-friendly and fully customisable documentation.

Integrated fund, platform and product research all in one place

Our market-leading research covers:

• In excess of 2,700 life, pension and investment products (including banks' and direct products) across more than 100 product types, including DFMs, Structured Products, SIPPs and Equity Release.
• More than 40 platforms across 30 providers, including adviser and direct-to-consumer offerings.
• Over 58,000 funds – integrating Morningstar data with our own – including Investment Trusts, Insured Funds, ETFs and Offshore Funds, as well as providing access to VCT and EIS data through Allenbridge Investment Consultants. 



 

Supports both independent and restricted advice with comprehensive data and research

Whether you are independent or restricted, the unique breadth and depth of data within Defaqto Engage provides all the research you require - at your fingertips. If you use panels, you can easily create and manage them for products, platforms and funds. 

 

Key Features of New Defaqto Engage



Integrated three-way product, platform and fund research




Easily filter our market-leading data to a shortlist and recommendation




Clear and professional output for clients




Panel creation, management and distribution
(including products, platforms and funds)
 



Quantitative benchmarking enabling detailed product and platform feature comparison
 



Summary of all Defaqto Engage features
 

Independent vs Restricted

• Market-leading, comprehensive data spanning the entire retail investment market
• Includes banks' and direct products
• Demonstrable audit trail via a clear and professional research report to evidence independence and your recommendation

• The ability to create and manage bespoke "Restricted" panels including products, platforms and funds
• Data tables can be configured to reflect advisers' authorisations and roles
• Enables simple selection from restricted panel without the need to re-key the same research criteria each time
• Demonstrable audit trail via a clear and professional research report to evidence your recommendation