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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
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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."
Matthew Lee DipPFS CeMAP, Senior Partner at Westside Independent Financial Services LLP

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.
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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.

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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. 
Learn more about Defaqto Engage
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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.
Learn more about Defaqto Engage
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World class service

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.

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.

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What can we do for you?

Call us today on 01844 295 546 or email and let's start a conversation.

Get in touch
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