Growth shouldn’t mean more complexity.
As advice firms grow, maintaining consistency across advice, operations and compliance becomes more challenging.
Using multiple systems can mean duplicated work, information sitting in different places and more effort to maintain oversight and evidence good outcomes.
Building the foundation for the next decade of advice.
Most firms run the advice journey across separate tools that don’t share data. Defaqto Unity is our vision for bringing that journey together on one shared foundation, so information can flow wherever it’s needed.
Run your firm
Clients and workflows
Plan and advise
Fact find to suitability
Research and select
Ratings, panels and selection
Oversee and evidence
Compliance and competence
Start where your firm needs it most
Choose from the Defaqto products available today, each supporting a different part of the advice journey.
Run your advice process in one place
Bring risk profiling, cashflow modelling, whole-of-market research, switching and suitability reporting together in one financial planning platform.
- Understand client needs and risk
- Build and model financial plans
- Research products and investments
- Compare switching scenarios
- Produce suitability reports
Research specialist investments with confidence
Access independent research and due diligence tools for tax-advantaged and specialist investments, helping you make and evidence informed recommendations.
- Research specialist investments
- Compare products and providers
- Access independent analysis
- Support your due diligence process
- Evidence investment research
Build trust through verified client reviews
Help prospective clients see the experience you provide through verified reviews, strengthening trust and supporting confidence in choosing an adviser.
- Collect verified client reviews
- Build public confidence in advice
- Strengthen your online presence
- Support client referrals
- Showcase the experience you provide
Use client feedback to strengthen Consumer Duty and grow revenue
Elevation is an enhanced client survey from VouchedFor. It helps you collect client feedback and act on it to drive business growth.
- Convert more prospects
- Increase client referrals
- Mitigate risk and meet Consumer Duty
- Benchmark against the industry
- Identify and address risk
Train, supervise and oversee your advisers
Bring learning, competence, governance and file oversight together, with the evidence your firm needs to support effective supervision and compliance.
- Manage learning and CPD
- Support training and competence
- Maintain governance and oversight
- Identify files that need human review
How can we help?
Tell us what your firm is looking to improve and how we can help.
Not sure where to start?
Tell us what you’d like to improve and we’ll help point you in the right direction.
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Frequently asked questions
Find out more about Defaqto Unity and what it means if you already use one of our products.
About Defaqto Unity
What is Defaqto Unity?
Defaqto Unity is our vision for bringing together specialist tools across the advice journey on a shared foundation, creating a more connected experience for firms and advisers over time.
Which products are part of Defaqto Unity?
The Defaqto Unity proposition currently includes Engage, MICAP, VouchedFor and Elevation, with Quality & Compliance coming soon.
Do the products within Defaqto Unity already work together?
Each product works on its own today. Over time, we’re building a shared data foundation so information can flow more easily between them and support a more connected experience.
Already use one of our products?
Will the product I already use change?
No. The features and workflows you use remain the same. Your product now sits within the wider Defaqto Unity proposition.
Why does the sign-in page look different?
Some Defaqto products are moving to a new secure Defaqto sign-in. If your product is included in the rollout, you may notice a different sign-in page or web address. Your product itself is not changing.
What should I do if I can’t sign in?
If you’re having trouble signing in, use the password reset option on the sign-in page first. If that doesn’t resolve the issue, contact customer service for help.