Defaqto
About Us
Defaqto is a financial information business, helping financial institutions, financial advisers and consumers make better informed decisions.
HELPING YOU DELIVER SUITABLE FINANCIAL ADVICE
Defaqto supports your advice with Engage Core, our end-to-end financial planning software. Our expert ratings help you make better informed recommendations and we also inform you of the latest industry trends with our events, publications and market insights.
WANT TO SEE HOW ENGAGE CORE COULD HELP YOU DELIVER CLIENT-CENTRIC ADVICE?
Get in touch and we will set up a convenient time to walk you through all the exciting new functionality in Engage Core, tailored to your business.
You can either call us 0808 1000 804, email sales@defaqto.com or visit our website to arrange a demonstration.
Tools and Resources
Insights
Short, expert articles, facts and useful information on all financial topics – from investor behaviours to fund selection.
Publications
In-depth, CPD-accredited ‘how to’ guides, case studies and independent market reviews, written by our team of experts.
Latest News
Defaqto: Investment bonds - the most popular providers revealed
Aug 14, 2019
Our investment bond service survey asked financial advisers like you about their views on the service they receive from onshore and international investment bond providers, the products they recommended in the past twelve months and the providers they preferred. more...
Defaqto: Assessing Critical Illness webinar
Aug 14, 2019
With over 500 thousand policies sold in 2017 (SwissRe’s Term & Health Watch 2018) it’s more important than ever for financial advisers to be comfortable that they recommend the most suitable product to their clients. more...
Defaqto: Engage provides an unparalleled DFM research tool
Jul 29, 2019
An increasing number of financial advisers are appointing discretionary fund managers (DFMs) to run their clients’ investments. Utilising a DFM can bring efficiency and reduce operational risk for advisers. But advisers must be prepared to dedicate resource to choosing and monitoring managers in an increasingly crowded market. more...
Defaqto: ESG: The rub of the green
Jul 29, 2019
The more asset managers that incorporate environmental, social and governance thinking into their investment philosophy, the more traction ESG investing will enjoy. more...
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