HELPING YOU DELIVER SUITABLE INVESTMENT ADVICE

Defaqto helps you manage your investment planning process, all in one place with Engage, our financial adviser software solution. Our expert ratings aid better informed recommendations and we also help you keep abreast of the latest industry trends with our events, publications and market insights.

DEFAQTO ENGAGE

Manage your investment planning process, all in one place, from a trusted source of fund, platform and product information. You can risk profile, research and recommend portfolios to meet your clients’ needs with our easy to use solution. There is a choice of workflows, with each one having a different set of steps, tailored to meet the needs of specific groups of clients. Engage offers flexibility and choice, and can be adapted to your preferred advice process whilst giving you all the evidence you need to back up your recommendations. 

 

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WANT TO DELIVER CLIENT-CENTRIC ADVICE?

Let us show you how easy to use our solution is and guide you through how you can make best use of the range of workflows to deliver tailored, professional recommendations and run an efficient business. You can either call us 0808 1000 804, email sales@defaqto.com or click below to get in touch with us to arrange a demonstration at a convienent date and time.

 

 

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ACCUMULATION WORKFLOW

Assess investment suitability for clients through the integrated risk profiling tool, then seamlessly research portfolios to match the agreed risk profile.

 

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DECUMULATION WORKFLOW

Use modelling to understand if your clients' income is likely to meet their needs in retirement, then seamlessly research solutions to provide the required return.

 

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RESEARCH WORKFLOW

Perform research from the whole of market across funds, platforms, investment products, protection products, crowdfunding platforms and DFMs.

 

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PANEL CREATION AND MAINTENANCE

Using panels to restrict recommendations to a pre-approved list of providers is an easy way to ensure efficient, consistent and compliant advice. Let our team of experts work with your firm, and guide you through the selection process whilst leveraging our comprehensive data and broad industry expertise.

 

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STAR RATINGS

Demonstrate the comprehensiveness of products and propositions across a wide range of areas from pensions to DFMs.

 

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DIAMOND RATINGS

Show at a glance how a fund or fund family performs in comparison to the rest of the market, to support good client outcomes.

 

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SERVICE RATINGS

An overall assessment of service, by advisers for advisers, to help inform provider choice decisions.

 

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EVENTS

CPD-accredited events providing independent analysis, commentary and insight across a comprehensive range of industry topics.

 

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INSIGHTS

Short, expert articles, facts and useful information on all financial topics – from investor behaviours to fund selection.

 

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PUBLICATIONS

In-depth, CPD-accredited ‘how to’ guides, case studies and independent market reviews, written by our team of experts.

 

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