Access to Defaqto insight and expertise
Stay up to date with all the latest market news and commentary with access to our CPD-accredited publications, articles, events and webinars.
As the marketplace becomes increasingly fragmented, and regulations more complex, providing consistent and compliant advice to clients can be a challenge.
Financial advisers and intermediaries are using multiple software systems to manage the planning and advice process; each of which comes with its own training and subscription costs.
We can help you keep things simple.
Our comprehensive financial planning tool delivers integrated cashflow modelling, risk and income profiling, research and financial planning via a single system, saving you time and money. A consistent methodology underpins the whole advice process, helping you stay compliant. While our independent ratings and reviews help you better understand the financial products available, and make the most suitable recommendations to your clients.
"I have worked with Defaqto for a long time, and I've seen the transformation and the growth of their offering for financial advisers. I love Defaqto because they are not industry owned. They are truly independent."
Our expert software, solutions and comprehensive market data mean we can support you in:
Our extensive range of products and services can help you increase your assets under advice, and client satisfaction.
Learn more about Defaqto Engage, Defaqto Investment Reviews and Defaqto Star Ratings.
Our comprehensive and configurable financial planning tool integrates with back-office systems to streamline your tech stack.
Our expert solutions and services are powered by our trusted product and market intelligence to help you stay compliant; avoiding fines and damage to your reputation.
Stay up to date with all the latest market news and commentary with access to our CPD-accredited publications, articles, events and webinars.
Get the most from our tools with a choice of self-service webinars, help guides and training videos. Or one of our bespoke 1-2-1 and group training sessions. Our dedicated, market-leading customer success team is always around to answer any questions.
Discover more about how our financial products and market intelligence can help your business grow.
Deliver smart financial advice, from start to finish. Model cashflow projections, create risk profiles, conduct investment research, generate reports and oversee client reviews – all from one place.
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.
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.
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.
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.
Our recognised standard, trusted by consumers and industry alike. Star Ratings assess the features and benefits of more than 14,000 financial products, helping you guide customers effectively and improve conversion rates.