Home

Introduction . Biographies . Testimonials . Become a partner . Contact us . Video

Introduction . Bento Bulletin . Panacea Webcasts . Podcasts . Panacea in the press . Panacea Surveys . Industry Voices

Introduction . Tools & Resources . Tools & Calculators . Literature . Market Insights . Videos & Webinars . Social Media

Learning & Development

Introduction . Panacea CPD

Business Development

Introduction . Guides & Whitepapers . Paraplanner Directory . Useful Links . Business Development Videos

Events & Webinars

Industry Events . Panacea Webcasts . Partner Videos & Webcasts . BrightTalk - Financial Advisers . BrightTalk - Wealth Manager . Retirement Choices Videos

Offers

Offers . City Forex

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.

View

Latest News

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...

All News...

Tweets by defaqtoadviser

Want to connect with us?

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 >

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

Money Marketing.