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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.
- Financial Adviser
- Paraplanner
- Panels
- Brokers
Streamline your way to smarter client outcomes
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."
How we can help you
Our expert software, solutions and comprehensive market data mean we can support you in:
- meeting your clients’ needs throughout the financial planning process, with a single financial planning tool
- staying compliant, thanks to a consistent methodology applied throughout the advice process
- accessing comprehensive market data, insight and expertise, powered by the UK’s largest financial database
- recommending the most suitable products to your clients, using our independent expert ratings and reviews.
Improve client outcomes
Our extensive range of products and services can help you increase your assets under advice, and client satisfaction.
- Streamline the planning and advice process with our single comprehensive and configurable financial planning tool.
- Match the right products to your clients with our independent reviews and ratings, trusted by consumers.
Learn more about Defaqto Engage, Defaqto Investment Reviews and Defaqto Star Ratings.
Save time and money
Our comprehensive and configurable financial planning tool integrates with back-office systems to streamline your tech stack.
- Get up to 98% of your work done in one place, thanks to integrated cashflow modelling, research and financial planning.
- Save money in software and staff training costs.
- Improve consistency with a robust methodology that underpins the advice process.
Manage compliance risk
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.
- Offer the best choice of suitable products for your clients, with access to all available investment products.
- Optimise your fund selection even further using our expert ratings and reviews.
World class service
Easily accessible training and customer support
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.
Relevant products
Discover more about how our financial products and market intelligence can help your business grow.
Engage
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.
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.
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.
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.
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.
Star Ratings
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.
What can we do for you?
Call us today on 01844 295 546 or email sales@defaqto.com and let's start a conversation.
