We offer a range of thought-leadership content, news and updates to support your day-to-day activity.
ESG Reviews now launched within Defaqto Engage
18 August 2020
Over the last few years the demand for ESG investing has grown strongly. As a result, advisers need access to ESG data and fund/DFM research, and providers need to be able to communicate and share the information with advisers. We have launched ESG Reviews in Defaqto Engage to provide you with an easy way to access the data you need.
Adviser satisfaction with investment bonds on the up
12 August 2020
How satisfied are financial advisers with the service they receive from their investment bond providers? We asked them as part of our latest investment bond service survey.
Platform service review shows improvement in adviser satisfaction
28 July 2020
Our platform service survey asked financial advisers about their views on the service they received from their platform providers, and the products they recommended in the past twelve months. We also reveal who are the most popular providers and how many switched providers in the past year.
Protection service review shows increase in support for most products
08 July 2020
How satisfied are advisers with their protection providers? Are their expectations being met? We put these questions to advisers as part of our protection service survey.
Video conferencing within Defaqto Engage now available
23 June 2020
We have launched our own video conferencing and screen sharing capability in Defaqto Engage, our financial planning software, to aid interaction between advisers and their clients.