From our work with almost 60% of IFAs in the UK, we know that advice firms are under unprecedented pressure to deliver good client outcomes, meet regulatory expectations and grow sustainably, while juggling more systems, data and processes than ever before.
That challenge is why we have brought together our trusted software, data and insight into a single adviser proposition: Defaqto Unity.
Defaqto Unity is a connected adviser proposition that brings planning, research, compliance and management information together in one joined-up environment.
Defaqto Unity supports the advice journey end to end, covering practice management, financial planning, panels and consultancy, and quality and compliance – helping you work with greater clarity, confidence and efficiency.
"Most adviser firms rely on multiple disconnected systems to run their business. Client data, planning tools, research, MI and compliance sit in silos. Over time, that fragmentation makes it harder to evidence good outcomes, spot emerging risk and run the business with confidence — especially as regulatory expectations increase."
A connected proposition. Not another tool.
Defaqto Unity doesn’t replace the products advisers already rely on. Each continues to do what it does best, now within a wider, joined-up environment.
- Financial planning and advice
Engage supports advice construction, communication and review, with data flowing into management information and oversight.
MICAP supports investment and tax-advantaged decisions, connected directly into advice and governance.
- Research, panels and consultancy
Defaqto research supports product and investment selection, proposition design and panel governance, helping firms maintain robust, well-evidenced and defensible propositions.
- Quality, training and compliance
Competent Adviser supports adviser competence and development as part of everyday work.
Defaqto's client survey tool helps evidence client experience and outcomes, supporting oversight and regulatory confidence.
- Business insight and MI
IFA Dash provides firm-level insight across growth, efficiency and risk. VouchedFor adds client feedback and sentiment, enriching MI and visibility across the advice journey.
Strengthen advice quality
Gain clearer, more timely management information
Support scalable growth
"The thinking behind Defaqto Unity? That advisers don’t need more tools. They need better connection between the ones they already use. Defaqto Unity is about removing friction, improving oversight and giving firms confidence that their data, decisions and governance are aligned."
If you already use Engage, nothing changes — except that you gain access to more.
You continue using the products you rely on today, with the same features and functionality. The difference is that you can now access additional tools and capabilities as and when you choose.
Adoption is entirely at your pace and fully supported by our customer success team. As you connect more elements, insight deepens, workflows simplify and the value of what you already use increases.
Talk to us about Defaqto Unity
Set up a call and a personalised demo
- Deliver clear, joined-up advice across the full client journey
- Assess suitability, risk and objectives with confidence and consistency
- Support better client decisions with connected planning, research and insight
Or contact us directly
on 01844 295 546 or email sales@defaqto.com.
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Frequently asked questions
What is Defaqto Unity?
Defaqto Unity is a connected adviser proposition from Defaqto that brings software, data and insight together to support the advice journey end to end. It connects planning, research, compliance and management information in a joined-up environment.
How does Defaqto Unity support financial advisers?
Defaqto Unity helps advisers reduce fragmentation between systems and data. By connecting tools used across advice, governance and oversight, it supports clearer decision-making, stronger evidence of suitability and more efficient ways of working.
Does Defaqto Unity replace existing Defaqto products?
No. Defaqto Unity does not replace existing products. Each continues to operate as it does today. Unity provides the framework that allows those products to work more effectively together.
Can advisers adopt Defaqto Unity gradually?
Yes. Adoption is modular and at your pace. Advisers can continue using their existing products and choose when to connect additional capabilities as and when it makes sense.
How does Defaqto Unity support regulatory and governance requirements?
Defaqto Unity is designed to support oversight and governance by improving consistency, visibility and auditability across the advice journey. By connecting data and insight used in planning, research, client feedback and MI, it helps firms evidence suitability, monitor risk and demonstrate good client outcomes without introducing new regulatory obligations.