We support advisory businesses’ panel construction and maintenance requirements through our one stop shop solution. It enables you to take advantage of our uniquely broad base of in-house knowledge and expertise as well as our comprehensive data - supported by our research software, Defaqto Engage.
Strengthen your client advice proposition
By creating a panel to meet your business's specific requirements (no matter how niche) we are able to strengthen your client advice process. We are in a unique position to support panel management and delivery through our research software - Defaqto Engage - facilitating a more joined-up experience for clients.
Manage regulatory risk
Through developing repeatable processes that maximise your control over the advice process we help you manage your business's regulatory risk. Your panel is created compliantly based on our comprehensive data - with an associated, clear audit trail to evidence a robust panel construction process. Further, as a one stop shop we can see the whole panel management picture, ensuring nothing falls between the cracks.
Create cost and time savings
The efficient distribution of your panel across your business (via Defaqto Engage) gives you a solution which you can use with clients easily and quickly - saving you cost and time.
Call us on FREEPHONE 0808 1000 804 to find out more.