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.
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Short, expert articles, facts and useful information on all financial topics – from investor behaviours to fund selection.
In-depth, CPD-accredited ‘how to’ guides, case studies and independent market reviews, written by our team of experts.
Defaqto: Building a multi-asset solution - how hard it can be?
Feb 8, 2019
Join Patrick Norwood for this short webinar from our series about building multi-asset solutions. more...
Defaqto: What is behind the evolution of managed portfolio services?
Feb 8, 2019
The evolution of MPS has been somewhat rapid, particularly over the past few years. more...
Defaqto: Risk tools – are they all that?
Feb 5, 2019
There is an unprecedented amount of column inches being written about matching a clients’ attitude to risk and capacity for loss to an appropriate investment risk rating. The more that is written, the easier it is to forget what you are trying to achieve in the first place and there seems to be plenty of negative opinion on just about every solution. more...
Defaqto: Fintech is the future - along with traditional advice
Feb 4, 2019
There may be some readers who have been around long enough to remember the ‘tech bubble’ of the late 1990s. more...
Defaqto: Suitability report templates now available in Engage Core
Jan 30, 2019
Defaqto has worked in collaboration with Eversheds Sutherland to enable and facilitate suitability reports templates in Engage Core to provide a fully integrated end-to-end financial planning tool to advisers. more...