Differentiate your offering and stand out in the market
Engage Insights is a comprehensive analysis and research tool designed for asset managers. It delivers actionable market intelligence, including in-depth performance analysis, detailed cost data, and insights into adviser interactions. This equips your team with the knowledge to drive both strategic and point-of-sale decisions.
Powered by Defaqto Engage - the trusted financial planning tool used by over 30% of advisers - Engage Insights brings this powerful technology to your business, helping you stay ahead. With customisable reports and templates, we tailor the system to meet your specific needs, enabling smarter decision-making and enhancing your competitive edge.
Fulfil market understanding
- Stay ahead of competitors: Access in-depth insights into peers and market trends to make informed, data-driven decisions.
- Accurate comparisons: Easily compare like-for-like propositions and portfolios to understand how your offerings stack up against the competition.
- Performance metrics at your fingertips: Quickly access key performance metrics and asset allocation data to optimise your product offerings.
Boost distribution and support governance
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Optimise proposition design: Refine your offerings to increase Assets Under Management (AUM) and enhance your chances of investment selection.
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Demonstrate proposition effectiveness: Showcase the strengths of your products to build adviser confidence and secure their support.
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Boost understanding: Make it easy to see how your product is classified in the Defaqto marketplace.
"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. "
Partnering with us
Working with Defaqto brings you more than just market-leading products and data. Our world-class service means you’ll also enjoy access to our expertise and ongoing support.
Our insight experts are always happy to discuss the product and industry landscape as it relates to your own business. While personalised training options for you and your staff are available to help you get the most out of our services.
Relevant products
Discover more about how our financial products and market intelligence can help your business grow.
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.
See Engage Insights in action
Sign up for a free demo
Your personalised demo will show you how to:
- accurately compare MPS portfolios
- research performance, costs and portfolio characteristics
- analyse whole-of-market data, and
- showcase MPS Comparator
Get in touch
Call us today on 01844 295 546, email assetmanager@defaqto.com or complete the form.
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