Defaqto Engage
As an IFA, you want to provide comprehensive, thoroughly professional advice every time, so you need the fastest research analysis tools available. That’s why you'll find Defaqto Engage so indispensible.
Defaqto Engage will help you to:
- Conduct your fund, product and wrap research, all in one place
- Produce whole of market research, including bank and direct products
- Get more face to face time with your clients, with research reports and audit trails that can be generated in minutes
- Generate a permanent record of the advice you have given that can be saved to your back office records
- Produce 1, 3 and 5 year fund performance graphs
Find out more or call us on freephone 0808 1000 804
Defaqto Consultancy - Professional and independent insight
We can support you to maximise the time spent with your clients. Our experts validate and analyse the data to provide insight and support to all layers of the financial services sector. As well as intermediary firms like yours, this includes providers, web aggregators and the public sector. We can do all the background work you need, saving you time and money, so you can concentrate on developing your business. From helping you research new products and markets to finding you the perfect discretionary fund manager or wrap solution, we can give you all the professional support you need, making your life easier.
Find out more or call us on freephone 0808 1000 804
Defaqto Paraplanning
Our paraplanning service involves analysing your clients’ financial position, proposing suitable changes from the review, researching the relevant market for products and producing an audit trail that includes a suitability report. Our experience and expertise in personal finance mean that our paraplanning service is backed up by over 15 years of professional service.
Find out more or call us on 01844 295 557
Defaqto Suitability Report Writer
The Defaqto Suitability Report Writer, from renowned ATEB Consulting, is an intelligent suitability report generator which offers a simple, yet comprehensive tool to help streamline your advice process. It will give you a smarter, more cost effective and compliant approach to producing your suitability reports.
Find out more or call us on freephone 0808 1000 804