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.
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
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."
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.
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.
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.
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
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.
Relevant products
Discover more about how our financial products and market intelligence can help your business grow.
Engage Insights
Access our whole-of-market research tool to easily analyse funds, fund ranges, discretionary propositions, and MPS portfolios. Gain deep market insights to differentiate your offerings and enhance your distribution strategies in the UK retail market.
Risk Ratings
Align a fund or MPS portfolio to a client’s agreed level of risk. Use the ratings to quickly assess risk positions and deliver compliant advice. Or – as an Asset Manager – to showcase the suitability of your products.
Star Ratings
Our recognised standard, trusted by consumers and industry alike. Star Ratings assess the features and benefits of more than 10,000 financial products, helping you guide customers effectively and improve conversion rates.
Diamond Ratings
Assess the quality and performance of any given fund at a glance. With a clear and consistent scoring approach, Diamond Ratings make it easy to understand where a fund or MPS family sits in the market.
Service Ratings
Compare the quality of service across multiple product providers. Use our ratings to communicate the quality of your own service. Or – as a Financial Adviser – to support your product selection and recommendation process.
Investment Reviews
Get the full story behind an investment solution. Use our detailed accounts of the people, processes and philosophy involved for a comprehensive and unbiased assessment of its value.
MPS Comparator
Defaqto’s MPS Comparator is the first and only tool that allows advisers and providers to accurately compare MPS portfolios, making sure everyone stays complaint.
What can we do for you?
Call us today on 01844 295 546 or email sales@defaqto.com and let's start a conversation.
