why defaqto?
As an IFA or broker, you need to show that you
have researched the market and made an appropriate
recommendation.
Defaqto's research tools allow you to do this
by supporting your advisory process every step of the way. They
help you to narrow down the whole market place by applying
specified criteria to eliminate contracts that do not match
specific client requirements or your recommendations.
Our database of financial services products,
the biggest of its kind in the UK, is updated daily with over
40,000 updates made per month.
Defaqto’s leading products, Defaqto Engage and
Aequos Online, enable you to tap into this rich source of
information quickly and seamlessly, fitting the research into your
process for advising clients.
How Can our products help?
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· save you time on
research and reporting
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· allow you to
spend more time completing sales
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· have the most
accurate information available
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· reduce the risk
of advising on sub-optimal products
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· guarantee
consistent research
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· create audit
trails, client reports and help with full
compliance.