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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.

View our website

Tools and Resources

Insights

Short, expert articles, facts and useful information on all financial topics – from investor behaviours to fund selection.

Insights

Publications

In-depth, CPD-accredited ‘how to’ guides, case studies and independent market reviews, written by our team of experts.

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Latest News

Defaqto: Decreasing term critical illness added in latest update to CIC Compare
Oct 21, 2019
CIC Compare, our tool allowing advisers to easily compare new and historical critical illness policies in under five minutes, has been updated to include decreasing term critical illness. more...

Defaqto: MiFID II portfolio cost analysis added to Defaqto Engage
Oct 17, 2019
To further help you meet regulatory requirements, we have extended the capability of Engage, our end-to-end financial planning software, with the addition of in-depth MiFID II portfolio cost analysis functionality. more...

Defaqto: Level Term Critical Illness market overview
Oct 10, 2019
As a part of our annual review of our Critical Illness Level Term Star Rating, we look at the market developments in the past 12 months. more...

Defaqto: Regulation: No guesswork, no crystal balls
Sep 27, 2019
It may well feel like there is a never-ending stream of rules telling you how to approach client portfolios, but the underlying principles have never really changed. more...

Fund Reviews launch in Defaqto Engage
Sep 17, 2019
Available to advisers through Defaqto’s end-to-end financial planning tool, Engage, Defaqto Fund Reviews combine detailed quantitative and qualitative data to produce an in-depth report on not just fund families but also single funds. These can also be used by fund managers to provide more information to advisers beyond the fund fact sheet or KIID. more...

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Panacea Adviser is a unique and free resource that supports advisers, mortgage brokers and paraplanners in running their businesses more efficiently, facilitates contact with financial services product providers, investment firms and support services, plus helps improve their service to clients. Read More about us >

"We have long-been impressed with the scope of Panacea Adviser and believe they are an ideal platform to offer advisers our market insight and direct access to both our funds and fund managers' views."

Aberdeen Asset Management.
"I have seen the site grow impressively, adding more and more functions and becoming a destination point for the IFA community"

Money Marketing.
"How many struggling IFAs would have quietly accepted defeat if it hadn’t been for the redoubtable Derek Bradley and his faithful crew. "

IFA Magazine.
"Panacea understands the advisory profession. Their community has grown because advisers and paraplanners see the benefits it adds and believe that their voice is being heard."

Aegon.
"Derek, as CEO of Panacea has been a voice of reason, clearly articulating industry concerns that might otherwise have gone without notice or representation."

Simon Mansell, Temple Bar IFA.