Defaqto Logo

In a field as competitive as asset management, the quality of your proposition is critical to setting you apart. But to acquire new clients, you need to make sure advisers see, understand and recommend your proposition.

We can help you differentiate yourself and stay front of mind with advisers.

  • Discretionary Fund Managers (DFMs)
  • Fund Managers
  • Life companies
man jumping crop

Shine a light on your proposition for maximum visibility

With the UK’s most comprehensive database of financial products and 30 years’ experience rating them, we are the most trusted source of product and market intelligence. While our leading adviser technology is used by more than 30% of financial intermediaries. We bring these tools and expertise to bear in helping you find and promote your proposition’s star potential. Highlighting what makes you different and making sure that you reach as wide an audience as possible.

"Defaqto makes it easier for advisers to see the value in our products and funds and therefore, go on to recommend us. It saves them an awful lot of work sitting in the background."
Asset Manager, Defaqto Research 2021

How we can help you

Our combination of experience, insight and technology means we can support you in:

  • improving your understanding of the market
  • defining a stand-out proposition with independent industry credibility
  • promoting and distributing your propositions to the widest possible audience
  • increasing your assets under management.
light 1
f122

Define a stand-out proposition

Our experience and expertise in the advised space can help you acquire new customers, and retain existing ones by developing a unique proposition.

  • Rate your propositions from a risk perspective to help advisers choose the most suitable investment portfolios for their clients.
  • Use our independent ratings to differentiate your offering and support your marketing efforts.

Learn more about Defaqto Risk Ratings, Star Ratings, Diamond Ratings, and Service Ratings.

F14 website

Reach more advisers

Our Engage platform is used by over a third of the UK adviser market, so it’s a great way to get your product in front of them. While our ratings and reviews are used by IFA networks and large nationals to build and manage their panels. Together, they can help you gain maximum visibility in the intermediary market.

Or you can sponsor one of our CPD-accredited publications or events to promote your proposition to more advisers.

Learn more about Defaqto Engage, Defaqto Star Ratings, Diamond Ratings, and Service Ratings.

light 2
f201 website

Better understand the competition and the market

Knowledge is power. Get insight into how advisers are using your propositions versus your competitors’ in Engage, our financial planning tool. Or check out our Investment Reviews, which are used by advisers to assess investment solutions on behalf of their clients.

Learn more about Defaqto Engage and Defaqto Investment Reviews.

World class service

Access to Defaqto experts

Our insight experts are happy for you to pick their brains about trends in the market, changes to the product landscape, and regulatory impacts. While our marketing team can help you get the most out of your ratings.

Dedicated Account Manager

A single point of contact will support you throughout your relationship with us. They’ll conduct regular reviews with you to make sure Defaqto continues to meet your needs.

Personalised support

Face-to-face workshops, online demos and branded materials will help engage and educate your staff so you can get the most out of our services.

light 1

Relevant products

Discover more about how our financial products and market intelligence can help your business grow.

Defaqto man star glasses RGB

What can we do for you?

Call us today on 01844 295 546 or email sales@defaqto.com and let's start a conversation.

Get in touch
dark 2