In response to the global Covid-19 outbreak, Defaqto has deployed its business continuity incident management process designed to monitor, assess and respond to situations that have the potential to impact employees, clients, suppliers and other key stakeholders.
This is an unprecedented and testing time and we appreciate this is also a critical time for communicating with clients and reassuring them that the advice you have given is sound.
To help deal with the current challenges, we’re regularly monitoring the performance of Defaqto risk-rated funds and we’re working on a Defaqto Engage update to help you keep in touch with your clients. The whole team at Defaqto is determined to continue delivering the high levels of service our customers rely upon, despite the challenges Covid-19 presents all of us.
Defaqto supports your advice with Engage Core, our end-to-end financial planning software. Our expert ratings help you make better informed recommendations and we also inform you of the latest industry trends with our events, publications and market insights.