COVID-19 UPDATE

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.

  

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HELPING YOU DELIVER SUITABLE FINANCIAL ADVICE

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.

 

 

 

 

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WANT TO SEE HOW ENGAGE CORE COULD HELP YOU DELIVER CLIENT-CENTRIC ADVICE?

Get in touch and we will set up a convenient time to walk you through all the exciting new functionality in Engage Core, tailored to your business.

You can either call us on 01844 295 546, email sales@defaqto.com or click below to arrange a demonstration.

  

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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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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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