Our research with 120 UK financial advisers found that only 7% are very confident their tools produce consistent outputs — and 89% believe disconnected systems are creating hidden costs across their business.
But how does your practice compare?
This four-question check-in is based on the same research. It takes under two minutes, and gives you an instant, personalised result — showing whether your workflow is running with low, medium or high friction, and what that typically means in practice.
Want the full picture?
Download our free report, The Hidden Cost of Disconnected Technology (PDF), for the complete findings — including how disconnected systems affect adviser capacity, confidence and audit trails.
Interested in what a more connected adviser system could look like?
If any of this resonates with how your practice works day-to-day, we'd love to have a conversation. Find out more about Defaqto Unity or contact us to discuss your circumstances and how we can help.