Defaqto is a financial information business, helping financial institutions, financial advisers and consumers make better informed decisions.
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.
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 email@example.com or visit our website to arrange a demonstration.
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: How much risk are your clients really ready to take?
Dec 14, 2018
It doesn’t matter whether you see your clients for the first time or as a part of their annual review, understanding the risk they are willing to take and accept is crucial for providing suitable advice. more...
Defaqto: KIIDs and fund documents included in Engage Core
Dec 6, 2018
Defaqto has added Key Investor Information Documents (KIIDs) and fund factsheets to Engage Core, our award-winning end-to-end financial planning software, to further the offering we provide. more...
Defaqto: Protection service review 2018
Nov 26, 2018
With many providers offering similar products, service is now often one of the key differentiators for advisers when researching and selecting a product. As part of Defaqto’s service satisfaction survey, advisers ranked ‘underwriting services and ‘new business processing’ the most important aspect of service. more...