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In today’s competitive market, delivering a standout proposition that offers genuine value to advisers and consumers is key to success. 

But when you’re dealing with changing customer expectations and continually-evolving regulations, keeping pace with this shifting landscape can be a challenge.

With our tools, you can create and distribute propositions that truly meet people's needs. And you can evidence, demonstrate and justify your product decisions – a key part of the FCA’s Consumer Duty regulation.

  • Governance, Compliance and Senior Management

  • Proposition, Product and Underwriting

  • Marketing

  • Channel Management, Distribution and Trading

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Reach more than a third of UK advisers

Develop highly competitive propositions by harnessing our deep understanding of advisers and their product preferences. We can then help you distribute them to thousands of financial advisers using our popular financial planning software, Engage. Make sure advisers fully understand how appropriate your offerings are for their clients, using our independent, expert ratings and reviews.

How we can help you

Our product comparison and benchmarking tools cover the whole market, and can support you in:

  • creating useful and timely propositions, to increase assets under management and fee income 
  • monitoring competitors and modifying your products to make sure they remain relevant to advisers and their clients’ needs
  • maximising the chance of your products being recommended by advisers
  • meeting your regulatory requirements and giving consumers better value for money.
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Increase sales opportunities

Get your products seen and understood. Use our independent financial planning tool, Engage, as a distribution channel to more than 30% of advisers across the UK.  And show advisers the quality of your product using our unbiased ratings and reviews. 

Learn more about Engage, Star Ratings, Service Ratings and Investment Reviews


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Design superior products

Our data will help you anticipate consumer needs. So you can create quality propositions that deliver more than your competitors’ offerings. Developing superior products will lead to strong relationships with advisers, thereby boosting customer acquisition and retention. 

Learn about Defaqto Matrix
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Understand the market

Get a unique, dynamic, whole of market product view with our benchmarking tool, Matrix. Track competitors, and use what you know to differentiate your products. Then increase your revenue by developing and launching the right proposition at the right time. 

Learn more about Defaqto Matrix
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Prove your worth

Give people good reason to trust you. Use our independent and impartial ratings across your marketing campaigns to demonstrate the quality of your proposition to advisers and consumers alike.

Learn more about Star Ratings and Service Ratings.


World class service

Access to Defaqto experts

Our insight experts are happy for you to pick their brains about trends in the market, changes to the product landscape, and regulatory impacts. While our marketing team can help you get the most out of your ratings.

Dedicated Account Manager

A single point of contact will support you throughout your relationship with us. They’ll conduct regular reviews with you to make sure Defaqto continues to meet your needs.

Personalised support

Face-to-face workshops, online demos and branded materials will help engage and educate your staff so you can get the most out of our services.

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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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